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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,318 | $91,037-88.7% | $71,671-85.6% | $147,586-93.0% |
| Participation rate | 81.8% | 76.1%+5.7pp | 68.7%+13.1pp | 82.8%-1.0pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $3,156 | $3,327-5.1% | $2,460+28.3% | $4,876-35.3% |
| Participant deferral / active EE | $5,040 | $4,498+12.0% | $3,438+46.6% | $5,439-7.3% |
| Admin fee / account holder | $13 | $8,613-99.9% | $5,558-99.8% | $10,886-99.9% |