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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 | $17,159 | $85,766-80.0% | $136,298-87.4% | $70,126-75.5% |
| Participation rate | 84.0% | 74.2%+9.8pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,195 | $2,966-26.0% | $4,696-53.3% | $2,343-6.3% |
| Participant deferral / active EE | $3,616 | $5,051-28.4% | $6,247-42.1% | $3,332+8.5% |
| Admin fee / account holder | $271 | $5,421-95.0% | $9,244-97.1% | $4,645-94.2% |