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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 | $13,738 | $135,956-89.9% | $123,894-88.9% | $273,972-95.0% |
| Participation rate | 95.0% | 84.1%+10.9pp | 81.4%+13.6pp | 83.0%+12.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,605 | $5,170-30.3% | $4,617-21.9% | $4,869-25.9% |
| Participant deferral / active EE | $6,955 | $6,343+9.7% | $5,984+16.2% | $5,287+31.5% |
| Admin fee / account holder | $104 | $9,817-98.9% | $8,357-98.8% | $10,133-99.0% |