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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 | $17,450 | $105,623-83.5% | $87,502-80.1% | $273,972-93.6% |
| Participation rate | 85.7% | 78.2%+7.5pp | 73.8%+11.9pp | 83.0%+2.7pp |
| Annual return | 0.00% | 12.26%-12.3pp | 12.21%-12.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $10,744 | $3,141+242.1% | $2,550+321.4% | $4,869+120.7% |
| Participant deferral / active EE | $2,291 | $3,601-36.4% | $3,149-27.2% | $5,287-56.7% |
| Admin fee / account holder | $106 | $4,781-97.8% | $4,221-97.5% | $10,133-99.0% |