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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 | $7,550 | $95,975-92.1% | $74,549-89.9% | $135,379-94.4% |
| Participation rate | 72.2% | 75.7%-3.4pp | 69.1%+3.1pp | 82.6%-10.4pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,832 | $2,716-32.5% | $1,961-6.6% | $4,779-61.7% |
| Participant deferral / active EE | $3,940 | $3,844+2.5% | $3,108+26.8% | $5,609-29.8% |
| Admin fee / account holder | $32 | $6,522-99.5% | $5,059-99.4% | $10,828-99.7% |