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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 | $7,103 | $90,486-92.1% | $78,676-91.0% | $273,972-97.4% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,660 | $3,175-16.2% | $2,850-6.7% | $4,869-45.4% |
| Participant deferral / active EE | $2,969 | $3,901-23.9% | $3,517-15.6% | $5,287-43.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |