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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 | $10,485 | $124,336-91.6% | $111,303-90.6% | $167,518-93.7% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 0.00% | 37.45%-37.4pp | 54.66%-54.7pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,148 | $3,436-66.6% | $2,731-58.0% | $4,838-76.3% |
| Participant deferral / active EE | $2,802 | $5,181-45.9% | $4,487-37.6% | $6,342-55.8% |
| Admin fee / account holder | $124 | $10,623-98.8% | $7,966-98.4% | $12,312-99.0% |