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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 | $6,745 | $54,763-87.7% | $90,324-92.5% | $72,976-90.8% |
| Participation rate | 96.4% | 65.2%+31.3pp | 73.3%+23.1pp | 69.5%+26.9pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.15%-78.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $2,701 | $2,093+29.0% | $2,856-5.4% | $2,440+10.7% |
| Participant deferral / active EE | $3,958 | $2,887+37.1% | $3,885+1.9% | $3,608+9.7% |
| Admin fee / account holder | $58 | $3,973-98.5% | $5,356-98.9% | $5,124-98.9% |