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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 | $12,107 | $176,838-93.2% | $146,685-91.7% | $167,518-92.8% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,674 | $5,161-48.2% | $4,137-35.4% | $4,838-44.7% |
| Participant deferral / active EE | $4,608 | $6,441-28.4% | $5,507-16.3% | $6,342-27.3% |
| Admin fee / account holder | $6 | $13,262-100.0% | $10,281-99.9% | $12,312-99.9% |