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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 | $18,069 | $98,776-81.7% | $149,745-87.9% | $79,856-77.4% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.6%+15.5pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,202 | $3,217-62.7% | $4,646-74.1% | $2,471-51.4% |
| Participant deferral / active EE | $3,547 | $5,681-37.6% | $6,843-48.2% | $3,741-5.2% |
| Admin fee / account holder | $99 | $6,053-98.4% | $9,312-98.9% | $5,306-98.1% |