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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 | $12,302 | $98,776-87.5% | $149,745-91.8% | $79,856-84.6% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.5%-11.1pp | 69.6%+1.8pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,320 | $3,217-27.9% | $4,646-50.1% | $2,471-6.1% |
| Participant deferral / active EE | $5,034 | $5,681-11.4% | $6,843-26.4% | $3,741+34.6% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |