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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 | $7,556 | $79,449-90.5% | $189,575-96.0% | $85,847-91.2% |
| Participation rate | 93.1% | 66.0%+27.1pp | 78.4%+14.7pp | 69.3%+23.8pp |
| Annual return | 0.00% | 18.45%-18.4pp | 64.19%-64.2pp | 318.61%-318.6pp |
| Employer contribution / active EE | $1,594 | $2,081-23.4% | $4,412-63.9% | $2,565-37.9% |
| Participant deferral / active EE | $5,714 | $4,051+41.0% | $6,174-7.4% | $3,952+44.6% |
| Admin fee / account holder | $85 | $5,377-98.4% | $9,806-99.1% | $6,261-98.6% |