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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 | $23,169 | $98,766-76.5% | $149,730-84.5% | $79,852-71.0% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.5%+12.6pp | 69.6%+25.5pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $2,057 | $3,217-36.0% | $4,645-55.7% | $2,471-16.7% |
| Participant deferral / active EE | $3,131 | $5,681-44.9% | $6,843-54.2% | $3,740-16.3% |
| Admin fee / account holder | $126 | $6,052-97.9% | $9,310-98.7% | $5,306-97.6% |