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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 | $14,991 | $162,812-90.8% | $133,971-88.8% | $158,966-90.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,275 | $4,976-74.4% | $3,919-67.5% | $4,762-73.2% |
| Participant deferral / active EE | $3,392 | $5,910-42.6% | $5,047-32.8% | $5,983-43.3% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |