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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 | $17,064 | $227,597-92.5% | $189,575-91.0% | $167,536-89.8% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.4%-8.4pp | 82.1%-12.1pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,294 | $5,316-75.7% | $4,412-70.7% | $4,839-73.3% |
| Participant deferral / active EE | $4,248 | $7,002-39.3% | $6,174-31.2% | $6,342-33.0% |
| Admin fee / account holder | $157 | $11,877-98.7% | $9,806-98.4% | $12,315-98.7% |