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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 | $22,516 | $98,776-77.2% | $149,745-85.0% | $79,856-71.8% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.5%+6.1pp | 69.6%+19.0pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,815 | $3,217+18.6% | $4,646-17.9% | $2,471+54.4% |
| Participant deferral / active EE | $7,610 | $5,681+33.9% | $6,843+11.2% | $3,741+103.4% |
| Admin fee / account holder | $109 | $6,053-98.2% | $9,312-98.8% | $5,306-98.0% |