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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 | $10,408 | $91,167-88.6% | $178,498-94.2% | $79,858-87.0% |
| Participation rate | 86.1% | 69.2%+16.9pp | 81.9%+4.2pp | 69.6%+16.5pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.09%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $2,097 | $3,255-35.6% | $5,011-58.2% | $2,471-15.1% |
| Participant deferral / active EE | $3,361 | $3,236+3.9% | $5,202-35.4% | $3,740-10.1% |
| Admin fee / account holder | $216 | $6,747-96.8% | $13,985-98.5% | $5,306-95.9% |