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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 | $15,087 | $135,956-88.9% | $123,894-87.8% | $273,972-94.5% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $6,730 | $5,170+30.2% | $4,617+45.8% | $4,869+38.2% |
| Participant deferral / active EE | $6,543 | $6,343+3.2% | $5,984+9.3% | $5,287+23.7% |
| Admin fee / account holder | $45 | $9,817-99.5% | $8,357-99.5% | $10,133-99.6% |