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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 | $13,755 | $77,816-82.3% | $123,552-88.9% | $64,173-78.6% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,954 | $3,014-2.0% | $4,628-36.2% | $2,381+24.1% |
| Participant deferral / active EE | $6,532 | $5,240+24.7% | $6,426+1.7% | $3,470+88.3% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,285-100.0% | $4,887-100.0% |