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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 | $4,511 | $48,078-90.6% | $78,676-94.3% | $62,881-92.8% |
| Participation rate | 73.7% | 65.2%+8.5pp | 73.6%+0.1pp | 69.3%+4.4pp |
| Annual return | 0.00% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $937 | $2,015-53.5% | $2,850-67.1% | $2,281-58.9% |
| Participant deferral / active EE | $2,248 | $2,587-13.1% | $3,517-36.1% | $3,203-29.8% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |