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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 | $13,161 | $115,903-88.6% | $100,528-86.9% | $158,966-91.7% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,172 | $4,105-47.1% | $3,419-36.5% | $4,762-54.4% |
| Participant deferral / active EE | $5,980 | $6,677-10.4% | $6,271-4.6% | $5,9830% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |