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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 | $23,392 | $202,342-88.4% | $172,753-86.5% | $152,909-84.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,246 | $5,857-78.7% | $5,144-75.8% | $4,764-73.9% |
| Participant deferral / active EE | $4,361 | $5,948-26.7% | $5,198-16.1% | $5,851-25.5% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |