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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 | $13,968 | $162,812-91.4% | $133,971-89.6% | $158,966-91.2% |
| Participation rate | 88.2% | 83.2%+5.0pp | 79.8%+8.4pp | 82.0%+6.3pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $3,862 | $4,976-22.4% | $3,919-1.4% | $4,762-18.9% |
| Participant deferral / active EE | $6,900 | $5,910+16.7% | $5,047+36.7% | $5,983+15.3% |
| Admin fee / account holder | $259 | $11,741-97.8% | $8,929-97.1% | $11,250-97.7% |