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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 | $12,693 | $165,399-92.3% | $149,745-91.5% | $158,982-92.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,706 | $5,105-47.0% | $4,646-41.7% | $4,763-43.2% |
| Participant deferral / active EE | $7,903 | $7,183+10.0% | $6,843+15.5% | $5,983+32.1% |
| Admin fee / account holder | $292 | $10,811-97.3% | $9,312-96.9% | $11,252-97.4% |