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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 | $10,587 | $107,809-90.2% | $90,657-88.3% | $135,380-92.2% |
| Participation rate | 88.2% | 78.0%+10.2pp | 74.0%+14.2pp | 82.6%+5.6pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $6,876 | $3,018+127.8% | $2,532+171.6% | $4,779+43.9% |
| Participant deferral / active EE | $4,809 | $3,872+24.2% | $3,424+40.4% | $5,609-14.3% |
| Admin fee / account holder | $12 | $5,931-99.8% | $4,994-99.8% | $10,828-99.9% |