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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 | $12,336 | $165,381-92.5% | $149,730-91.8% | $158,966-92.2% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,087 | $5,104-59.1% | $4,645-55.1% | $4,762-56.2% |
| Participant deferral / active EE | $3,664 | $7,182-49.0% | $6,843-46.4% | $5,983-38.8% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |