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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 | $5,768 | $162,812-96.5% | $133,971-95.7% | $158,966-96.4% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,595 | $4,976-67.9% | $3,919-59.3% | $4,762-66.5% |
| Participant deferral / active EE | $2,196 | $5,910-62.8% | $5,047-56.5% | $5,983-63.3% |
| Admin fee / account holder | $2 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |