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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 | $3,973 | $65,034-93.9% | $90,974-95.6% | $79,859-95.0% |
| Participation rate | 84.6% | 61.6%+23.0pp | 69.0%+15.6pp | 69.6%+15.0pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $724 | $1,247-42.0% | $2,122-65.9% | $2,471-70.7% |
| Participant deferral / active EE | $2,409 | $2,512-4.1% | $3,373-28.6% | $3,741-35.6% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,307-100.0% |