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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 | $22,763 | $89,652-74.6% | $141,197-83.9% | $65,186-65.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.41%-71.4pp | 29.39%-29.4pp |
| Employer contribution / active EE | $891 | $3,065-70.9% | $4,736-81.2% | $2,177-59.1% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $81 | $569-85.7% | $10,265-99.2% | $847-90.4% |