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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 | $6,476 | $65,034-90.0% | $90,970-92.9% | $79,856-91.9% |
| Participation rate | 88.9% | 61.6%+27.3pp | 69.0%+19.9pp | 69.6%+19.2pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,384 | $1,247+11.0% | $2,122-34.8% | $2,471-44.0% |
| Participant deferral / active EE | $2,337 | $2,512-7.0% | $3,373-30.7% | $3,741-37.5% |
| Admin fee / account holder | $91 | $4,536-98.0% | $5,961-98.5% | $5,306-98.3% |