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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 | $7,283 | $142,426-94.9% | $115,167-93.7% | $152,909-95.2% |
| Participation rate | 84.6% | 82.4%+2.3pp | 75.9%+8.7pp | 82.5%+2.2pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,476 | $4,011-63.2% | $3,179-53.6% | $4,764-69.0% |
| Participant deferral / active EE | $1,753 | $5,165-66.0% | $4,169-57.9% | $5,851-70.0% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |