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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 | $8,427 | $65,034-87.0% | $90,970-90.7% | $79,856-89.4% |
| Participation rate | 76.9% | 61.6%+15.3pp | 69.0%+7.9pp | 69.6%+7.3pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $6,482 | $1,247+419.7% | $2,122+205.5% | $2,471+162.3% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |