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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 | $7,444 | $49,255-84.9% | $70,494-89.4% | $79,856-90.7% |
| Participation rate | 84.2% | 69.2%+15.1pp | 75.1%+9.2pp | 69.6%+14.6pp |
| Annual return | 0.00% | 30.10%-30.1pp | 109.16%-109.2pp | 31.71%-31.7pp |
| Employer contribution / active EE | $734 | $2,100-65.1% | $2,738-73.2% | $2,471-70.3% |
| Participant deferral / active EE | $1,839 | $2,768-33.6% | $3,711-50.5% | $3,741-50.8% |
| Admin fee / account holder | $17 | $2,879-99.4% | $3,848-99.6% | $5,306-99.7% |