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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 | $9,601 | $90,486-89.4% | $78,676-87.8% | $273,972-96.5% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,141 | $3,175-32.6% | $2,850-24.9% | $4,869-56.0% |
| Participant deferral / active EE | $7,191 | $3,901+84.3% | $3,517+104.5% | $5,287+36.0% |
| Admin fee / account holder | $11 | $5,263-99.8% | $4,510-99.7% | $10,133-99.9% |