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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 | $8,498 | $142,430-94.0% | $115,170-92.6% | $152,897-94.4% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.5%-7.5pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,563 | $4,011-61.0% | $3,179-50.8% | $4,764-67.2% |
| Participant deferral / active EE | $4,810 | $5,165-6.9% | $4,169+15.4% | $5,851-17.8% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,599-100.0% |