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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 | $9,771 | $124,336-92.1% | $111,303-91.2% | $167,518-94.2% |
| Participation rate | 76.5% | 79.6%-3.2pp | 77.3%-0.8pp | 82.1%-5.6pp |
| Annual return | 0.00% | 37.45%-37.4pp | 54.66%-54.7pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,243 | $3,436-34.7% | $2,731-17.9% | $4,838-53.6% |
| Participant deferral / active EE | $5,059 | $5,181-2.4% | $4,487+12.7% | $6,342-20.2% |
| Admin fee / account holder | $43 | $10,623-99.6% | $7,966-99.5% | $12,312-99.6% |