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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 | $5,205 | $107,030-95.1% | $73,550-92.9% | $147,586-96.5% |
| Participation rate | 72.7% | 66.4%+6.4pp | 54.9%+17.8pp | 82.8%-10.1pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,053 | $1,760-40.2% | $1,219-13.7% | $4,876-78.4% |
| Participant deferral / active EE | $2,624 | $2,458+6.7% | $1,804+45.4% | $5,439-51.8% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |