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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 | $19,019 | $85,766-77.8% | $136,298-86.0% | $70,126-72.9% |
| Participation rate | 72.7% | 74.2%-1.4pp | 81.9%-9.2pp | 69.5%+3.2pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $3,239 | $2,966+9.2% | $4,696-31.0% | $2,343+38.3% |
| Participant deferral / active EE | $6,846 | $5,051+35.5% | $6,247+9.6% | $3,332+105.5% |
| Admin fee / account holder | $244 | $5,421-95.5% | $9,244-97.4% | $4,645-94.7% |