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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 | $8,949 | $59,111-84.9% | $86,451-89.6% | $68,490-86.9% |
| Participation rate | 92.3% | 75.2%+17.1pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | 0.00% | -0.22%+0.2pp | 4398.51%-4398.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,160 | $2,519+25.5% | $3,770-16.2% | $2,597+21.7% |
| Participant deferral / active EE | $4,360 | $5,900-26.1% | $6,953-37.3% | $4,028+8.3% |
| Admin fee / account holder | $5 | $5,640-99.9% | $6,734-99.9% | $5,403-99.9% |