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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 | $26,379 | $162,821-83.8% | $133,978-80.3% | $158,982-83.4% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+8.9pp |
| Annual return | 0.00% | 41.95%-41.9pp | 45.10%-45.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $6,303 | $4,976+26.7% | $3,919+60.8% | $4,763+32.3% |
| Participant deferral / active EE | $3,146 | $5,910-46.8% | $5,047-37.7% | $5,983-47.4% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |