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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 | $8,032 | $165,381-95.1% | $149,730-94.6% | $158,966-94.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,928 | $5,104-62.2% | $4,645-58.5% | $4,762-59.5% |
| Participant deferral / active EE | $4,069 | $7,182-43.3% | $6,843-40.5% | $5,983-32.0% |
| Admin fee / account holder | $195 | $10,809-98.2% | $9,310-97.9% | $11,250-98.3% |