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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 | $6,143 | $65,367-90.6% | $92,915-93.4% | $72,976-91.6% |
| Participation rate | 80.0% | 68.3%+11.7pp | 76.0%+4.0pp | 69.5%+10.5pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.45%-109.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,741 | $2,594-32.9% | $3,653-52.4% | $2,440-28.7% |
| Participant deferral / active EE | $2,974 | $3,128-4.9% | $4,238-29.8% | $3,608-17.6% |
| Admin fee / account holder | $15 | $4,251-99.7% | $5,796-99.7% | $5,124-99.7% |