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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 | $11,167 | $82,678-86.5% | $125,391-91.1% | $68,490-83.7% |
| Participation rate | 93.5% | 75.1%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,549 | $3,382-24.6% | $4,816-47.1% | $2,597-1.8% |
| Participant deferral / active EE | $4,351 | $6,111-28.8% | $7,448-41.6% | $4,028+8.0% |
| Admin fee / account holder | $52 | $6,277-99.2% | $10,009-99.5% | $5,403-99.0% |