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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 | $5,991 | $58,655-89.8% | $91,994-93.5% | $65,185-90.8% |
| Participation rate | 82.4% | 75.3%+7.1pp | 78.6%+3.8pp | 70.2%+12.2pp |
| Annual return | 0.00% | 33.92%-33.9pp | 69.04%-69.0pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,332 | $5,474-39.1% | $5,924-43.8% | $3,514-5.2% |
| Admin fee / account holder | $7 | $434-98.4% | $7,744-99.9% | $847-99.2% |