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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 | $7,872 | $64,719-87.8% | $112,249-93.0% | $68,486-88.5% |
| Participation rate | 96.4% | 67.2%+29.3pp | 75.1%+21.4pp | 67.9%+28.5pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,713 | $2,747+35.2% | $3,636+2.1% | $2,597+43.0% |
| Participant deferral / active EE | $6,208 | $3,565+74.1% | $4,729+31.3% | $4,028+54.1% |
| Admin fee / account holder | $71 | $5,232-98.6% | $6,412-98.9% | $5,404-98.7% |