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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 | $18,791 | $78,707-76.1% | $117,861-84.1% | $70,126-73.2% |
| Participation rate | 80.4% | 73.2%+7.2pp | 79.7%+0.7pp | 69.5%+10.8pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,772 | $2,223-20.3% | $3,786-53.2% | $2,343-24.3% |
| Participant deferral / active EE | $2,221 | $3,297-32.7% | $4,482-50.5% | $3,332-33.4% |
| Admin fee / account holder | $261 | $5,066-94.8% | $8,021-96.7% | $4,645-94.4% |