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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 | $7,514 | $176,786-95.7% | $146,643-94.9% | $167,536-95.5% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,979 | $5,161-61.6% | $4,137-52.2% | $4,839-59.1% |
| Participant deferral / active EE | $3,097 | $6,440-51.9% | $5,506-43.8% | $6,342-51.2% |
| Admin fee / account holder | $11 | $13,262-99.9% | $10,280-99.9% | $12,315-99.9% |