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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 | $13,473 | $65,367-79.4% | $92,915-85.5% | $72,976-81.5% |
| Participation rate | 80.4% | 68.3%+12.1pp | 76.0%+4.4pp | 69.5%+10.9pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,789 | $2,594-31.0% | $3,653-51.0% | $2,440-26.7% |
| Participant deferral / active EE | $2,963 | $3,128-5.3% | $4,238-30.1% | $3,608-17.9% |
| Admin fee / account holder | $168 | $4,251-96.1% | $5,796-97.1% | $5,124-96.7% |