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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 | $9,345 | $58,828-84.1% | $78,002-88.0% | $62,881-85.1% |
| Participation rate | 73.7% | 71.1%+2.6pp | 75.5%-1.8pp | 69.3%+4.4pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.99%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $984 | $1,672-41.2% | $2,470-60.2% | $2,281-56.9% |
| Participant deferral / active EE | $1,364 | $2,686-49.2% | $3,497-61.0% | $3,203-57.4% |
| Admin fee / account holder | $2 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |