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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 | $20,164 | $88,707-77.3% | $74,184-72.8% | $273,972-92.6% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $11,361 | $3,159+259.6% | $2,370+379.4% | $4,869+133.4% |
| Participant deferral / active EE | $6,730 | $4,212+59.8% | $3,550+89.6% | $5,287+27.3% |
| Admin fee / account holder | $15 | $8,717-99.8% | $5,586-99.7% | $10,133-99.8% |