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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 | $18,799 | $98,766-81.0% | $149,730-87.4% | $79,852-76.5% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.5%+3.6pp | 69.6%+16.5pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,886 | $3,217-41.4% | $4,645-59.4% | $2,471-23.7% |
| Participant deferral / active EE | $3,219 | $5,681-43.3% | $6,843-53.0% | $3,740-13.9% |
| Admin fee / account holder | $43 | $6,052-99.3% | $9,310-99.5% | $5,306-99.2% |