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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 | $20,492 | $165,361-87.6% | $149,715-86.3% | $158,950-87.1% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,179 | $5,103-76.9% | $4,645-74.6% | $4,762-75.3% |
| Participant deferral / active EE | $3,689 | $7,182-48.6% | $6,842-46.1% | $5,983-38.3% |
| Admin fee / account holder | $193 | $10,808-98.2% | $9,310-97.9% | $11,248-98.3% |