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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 | $10,266 | $95,406-89.2% | $185,849-94.5% | $85,847-88.0% |
| Participation rate | 82.1% | 68.8%+13.3pp | 81.7%+0.3pp | 69.3%+12.7pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.10%-122.1pp | 318.61%-318.6pp |
| Employer contribution / active EE | $4,550 | $3,314+37.3% | $5,169-12.0% | $2,565+77.4% |
| Participant deferral / active EE | $3,309 | $3,424-3.3% | $5,569-40.6% | $3,952-16.3% |
| Admin fee / account holder | $195 | $7,214-97.3% | $16,244-98.8% | $6,261-96.9% |