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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 | $15,944 | $85,766-81.4% | $136,298-88.3% | $70,126-77.3% |
| Participation rate | 82.2% | 74.2%+8.1pp | 81.9%+0.3pp | 69.5%+12.7pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,573 | $2,966-47.0% | $4,696-66.5% | $2,343-32.8% |
| Participant deferral / active EE | $3,621 | $5,051-28.3% | $6,247-42.0% | $3,332+8.7% |
| Admin fee / account holder | $1 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |