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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 | $12,020 | $65,367-81.6% | $92,915-87.1% | $72,976-83.5% |
| Participation rate | 75.0% | 68.3%+6.7pp | 76.0%-1.0pp | 69.5%+5.5pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $7,764 | $2,594+199.3% | $3,653+112.5% | $2,440+218.2% |
| Participant deferral / active EE | $2,085 | $3,128-33.4% | $4,238-50.8% | $3,608-42.2% |
| Admin fee / account holder | $199 | $4,251-95.3% | $5,796-96.6% | $5,124-96.1% |