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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 | $12,854 | $96,956-86.7% | $69,779-81.6% | $273,972-95.3% |
| Participation rate | 92.3% | 77.1%+15.2pp | 71.8%+20.5pp | 83.0%+9.3pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,902 | $3,316-12.5% | $2,338+24.1% | $4,869-40.4% |
| Participant deferral / active EE | $6,487 | $3,744+73.3% | $2,931+121.3% | $5,287+22.7% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |