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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 | $17,356 | $63,365-72.6% | $91,994-81.1% | $72,976-76.2% |
| Participation rate | 89.7% | 72.5%+17.1pp | 78.6%+11.0pp | 69.5%+20.2pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.04%-69.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $4,902 | $2,116+131.7% | $3,453+42.0% | $2,440+100.9% |
| Participant deferral / active EE | $8,824 | $4,883+80.7% | $5,924+49.0% | $3,608+144.6% |
| Admin fee / account holder | $0 | $4,670-100.0% | $7,744-100.0% | $5,124-100.0% |