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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 | $13,064 | $85,171-84.7% | $172,752-92.4% | $72,975-82.1% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.6%-7.6pp | 69.5%+5.5pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.97%-803.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,343 | $3,324-59.6% | $5,144-73.9% | $2,440-45.0% |
| Participant deferral / active EE | $2,417 | $3,260-25.9% | $5,198-53.5% | $3,608-33.0% |
| Admin fee / account holder | $18 | $5,880-99.7% | $13,955-99.9% | $5,124-99.7% |