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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 | $8,800 | $78,428-88.8% | $95,960-90.8% | $79,852-89.0% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.7pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.63%-91.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $871 | $1,945-55.2% | $2,541-65.7% | $2,471-64.8% |
| Participant deferral / active EE | $5,866 | $3,440+70.5% | $4,167+40.8% | $3,740+56.8% |
| Admin fee / account holder | $151 | $5,622-97.3% | $6,797-97.8% | $5,306-97.2% |