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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 | $10,739 | $75,935-85.9% | $60,547-82.3% | $125,389-91.4% |
| Participation rate | 85.7% | 76.5%+9.2pp | 68.0%+17.8pp | 83.2%+2.5pp |
| Annual return | 0.00% | -5.38%+5.4pp | 335.64%-335.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,443 | $3,438-28.9% | $2,419+1.0% | $4,866-49.8% |
| Participant deferral / active EE | $6,840 | $4,506+51.8% | $3,328+105.5% | $5,352+27.8% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |