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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 | $13,139 | $82,630-84.1% | $64,105-79.5% | $125,389-89.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 68.2%+6.8pp | 83.2%-8.2pp |
| Annual return | 0.35% | 1489.72%-1489.4pp | 791.24%-790.9pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,733 | $2,671-35.1% | $1,820-4.8% | $4,866-64.4% |
| Participant deferral / active EE | $3,949 | $3,608+9.4% | $2,822+40.0% | $5,352-26.2% |
| Admin fee / account holder | $29 | $6,382-99.5% | $4,499-99.3% | $9,541-99.7% |