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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 | $11,164 | $124,336-91.0% | $111,303-90.0% | $167,518-93.3% |
| Participation rate | 95.0% | 79.6%+15.4pp | 77.3%+17.7pp | 82.1%+12.9pp |
| Annual return | 0.00% | 37.45%-37.4pp | 54.66%-54.7pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,859 | $3,436-16.8% | $2,731+4.7% | $4,838-40.9% |
| Participant deferral / active EE | $7,629 | $5,181+47.3% | $4,487+70.0% | $6,342+20.3% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |