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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 | $17,128 | $78,694-78.2% | $67,653-74.7% | $125,388-86.3% |
| Participation rate | 94.1% | 78.8%+15.3pp | 75.7%+18.5pp | 83.2%+10.9pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.22%-6625.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,634 | $3,044-46.3% | $2,266-27.9% | $4,866-66.4% |
| Participant deferral / active EE | $4,860 | $4,292+13.2% | $3,560+36.5% | $5,352-9.2% |
| Admin fee / account holder | $254 | $7,403-96.6% | $4,821-94.7% | $9,541-97.3% |