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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 | $17,355 | $135,956-87.2% | $123,894-86.0% | $273,972-93.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,652 | $5,170-29.4% | $4,617-20.9% | $4,869-25.0% |
| Participant deferral / active EE | $4,633 | $6,343-27.0% | $5,984-22.6% | $5,287-12.4% |
| Admin fee / account holder | $111 | $9,817-98.9% | $8,357-98.7% | $10,133-98.9% |