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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 | $7,059 | $48,078-85.3% | $78,676-91.0% | $62,881-88.8% |
| Participation rate | 90.3% | 65.2%+25.1pp | 73.6%+16.8pp | 69.3%+21.0pp |
| Annual return | 0.00% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $5,181 | $2,015+157.2% | $2,850+81.8% | $2,281+127.1% |
| Participant deferral / active EE | $976 | $2,587-62.3% | $3,517-72.2% | $3,203-69.5% |
| Admin fee / account holder | $155 | $3,206-95.2% | $4,510-96.6% | $4,296-96.4% |