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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 | $10,509 | $78,428-86.6% | $95,960-89.0% | $79,852-86.8% |
| Participation rate | 73.1% | 73.5%-0.4pp | 77.1%-4.0pp | 69.6%+3.4pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.63%-91.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,816 | $1,945-6.6% | $2,541-28.5% | $2,471-26.5% |
| Participant deferral / active EE | $3,904 | $3,440+13.5% | $4,167-6.3% | $3,740+4.4% |
| Admin fee / account holder | $91 | $5,622-98.4% | $6,797-98.7% | $5,306-98.3% |