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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 | $14,822 | $80,985-81.7% | $96,576-84.7% | $75,181-80.3% |
| Participation rate | 96.2% | 71.8%+24.4pp | 76.0%+20.2pp | 67.2%+29.0pp |
| Annual return | 0.00% | 27.05%-27.0pp | 25.87%-25.9pp | 160.69%-160.7pp |
| Employer contribution / active EE | $2,022 | $2,282-11.4% | $2,965-31.8% | $2,671-24.3% |
| Participant deferral / active EE | $4,782 | $3,929+21.7% | $4,851-1.4% | $4,126+15.9% |
| Admin fee / account holder | $6 | $6,719-99.9% | $8,253-99.9% | $5,650-99.9% |