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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 | $8,108 | $59,116-86.3% | $86,438-90.6% | $68,486-88.2% |
| Participation rate | 96.9% | 75.2%+21.6pp | 80.3%+16.5pp | 67.9%+29.0pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4397.19%-4397.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,256 | $2,519-10.4% | $3,769-40.2% | $2,597-13.1% |
| Participant deferral / active EE | $5,525 | $5,902-6.4% | $6,952-20.5% | $4,028+37.2% |
| Admin fee / account holder | $121 | $5,639-97.8% | $6,733-98.2% | $5,404-97.8% |