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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 | $12,891 | $101,063-87.2% | $81,473-84.2% | $147,586-91.3% |
| Participation rate | 77.8% | 74.5%+3.3pp | 68.0%+9.8pp | 82.8%-5.1pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $817 | $3,206-74.5% | $2,568-68.2% | $4,876-83.2% |
| Participant deferral / active EE | $909 | $4,242-78.6% | $3,537-74.3% | $5,439-83.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |