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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 | $18,683 | $94,529-80.2% | $140,019-86.7% | $64,173-70.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 87.5%-12.5pp | 69.6%+5.4pp |
| Annual return | 0.00% | 7.77%-7.8pp | 651.17%-651.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $4,544 | $3,812+19.2% | $5,605-18.9% | $2,381+90.9% |
| Participant deferral / active EE | $9,306 | $5,250+77.2% | $6,927+34.3% | $3,470+168.2% |
| Admin fee / account holder | $2 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |