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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 | $12,975 | $135,956-90.5% | $123,894-89.5% | $273,972-95.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,854 | $5,170-64.1% | $4,617-59.8% | $4,869-61.9% |
| Participant deferral / active EE | $3,672 | $6,343-42.1% | $5,984-38.6% | $5,287-30.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |