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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 | $22,128 | $78,423-71.8% | $95,964-76.9% | $79,856-72.3% |
| Participation rate | 75.9% | 73.5%+2.4pp | 77.1%-1.2pp | 69.6%+6.2pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.64%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $4,366 | $1,945+124.4% | $2,541+71.8% | $2,471+76.7% |
| Participant deferral / active EE | $10,978 | $3,440+219.1% | $4,167+163.5% | $3,741+193.5% |
| Admin fee / account holder | $5 | $5,622-99.9% | $6,797-99.9% | $5,306-99.9% |