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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 | $17,048 | $165,939-89.7% | $122,354-86.1% | $147,586-88.4% |
| Participation rate | 72.2% | 79.6%-7.4pp | 71.6%+0.6pp | 82.8%-10.6pp |
| Annual return | 0.00% | 34.56%-34.6pp | 30.28%-30.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,919 | $5,754-66.6% | $4,051-52.6% | $4,876-60.6% |
| Participant deferral / active EE | $2,821 | $4,005-29.6% | $3,287-14.2% | $5,439-48.1% |
| Admin fee / account holder | $261 | $7,425-96.5% | $5,479-95.2% | $10,886-97.6% |