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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 | $9,203 | $118,877-92.3% | $96,570-90.5% | $167,536-94.5% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,901 | $3,121-39.1% | $2,357-19.4% | $4,839-60.7% |
| Participant deferral / active EE | $5,116 | $4,617+10.8% | $3,849+32.9% | $6,342-19.3% |
| Admin fee / account holder | $15 | $8,069-99.8% | $6,182-99.8% | $12,315-99.9% |