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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 | $11,263 | $93,598-88.0% | $135,974-91.7% | $75,173-85.0% |
| Participation rate | 71.7% | 75.2%-3.5pp | 81.9%-10.2pp | 67.2%+4.5pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.30%-68.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $2,409 | $3,538-31.9% | $4,859-50.4% | $2,671-9.8% |
| Participant deferral / active EE | $4,526 | $6,405-29.3% | $7,760-41.7% | $4,126+9.7% |
| Admin fee / account holder | $114 | $6,978-98.4% | $10,767-98.9% | $5,651-98.0% |