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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 | $124,346-92.1% | $111,308-91.2% | $167,536-94.2% |
| Participation rate | 76.5% | 79.6%-3.2pp | 77.3%-0.9pp | 82.1%-5.6pp |
| Annual return | 0.00% | 37.45%-37.5pp | 54.67%-54.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,243 | $3,437-34.8% | $2,732-17.9% | $4,839-53.7% |
| Participant deferral / active EE | $5,059 | $5,182-2.4% | $4,487+12.7% | $6,342-20.2% |
| Admin fee / account holder | $43 | $10,621-99.6% | $7,965-99.5% | $12,315-99.6% |