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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 | $11,654 | $83,485-86.0% | $125,192-90.7% | $72,975-84.0% |
| Participation rate | 87.0% | 73.3%+13.7pp | 79.8%+7.3pp | 69.5%+17.5pp |
| Annual return | 0.00% | 25.77%-25.8pp | 43.79%-43.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,684 | $2,346+14.4% | $3,866-30.6% | $2,440+10.0% |
| Participant deferral / active EE | $4,823 | $3,586+34.5% | $4,937-2.3% | $3,608+33.7% |
| Admin fee / account holder | $160 | $5,518-97.1% | $9,704-98.3% | $5,124-96.9% |