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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 | $11,584 | $49,177-76.4% | $79,467-85.4% | $64,173-81.9% |
| Participation rate | 83.0% | 65.0%+18.0pp | 73.3%+9.7pp | 69.6%+13.4pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.30%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,779 | $2,076-14.3% | $2,800-36.5% | $2,381-25.3% |
| Participant deferral / active EE | $3,513 | $2,821+24.5% | $3,704-5.2% | $3,470+1.3% |
| Admin fee / account holder | $178 | $3,839-95.4% | $5,104-96.5% | $4,887-96.4% |