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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 | $7,673 | $98,240-92.2% | $82,312-90.7% | $147,586-94.8% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,918 | $3,192-39.9% | $2,428-21.0% | $4,876-60.7% |
| Participant deferral / active EE | $5,245 | $4,383+19.7% | $3,706+41.5% | $5,439-3.6% |
| Admin fee / account holder | $65 | $8,563-99.2% | $5,608-98.8% | $10,886-99.4% |