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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 | $12,507 | $118,877-89.5% | $96,570-87.0% | $167,536-92.5% |
| 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 | $2,192 | $3,121-29.8% | $2,357-7.0% | $4,839-54.7% |
| Participant deferral / active EE | $7,352 | $4,617+59.2% | $3,849+91.0% | $6,342+15.9% |
| Admin fee / account holder | $156 | $8,069-98.1% | $6,182-97.5% | $12,315-98.7% |