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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 | $8,399 | $93,617-91.0% | $135,982-93.8% | $75,177-88.8% |
| Participation rate | 91.8% | 75.2%+16.6pp | 81.9%+9.9pp | 67.2%+24.6pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $2,394 | $3,538-32.4% | $4,859-50.7% | $2,671-10.4% |
| Participant deferral / active EE | $5,892 | $6,406-8.0% | $7,760-24.1% | $4,126+42.8% |
| Admin fee / account holder | $216 | $6,980-96.9% | $10,767-98.0% | $5,651-96.2% |