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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 | $5,389 | $142,426-96.2% | $115,167-95.3% | $152,909-96.5% |
| Participation rate | 76.5% | 82.4%-5.9pp | 75.9%+0.6pp | 82.5%-6.0pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,564 | $4,011-61.0% | $3,179-50.8% | $4,764-67.2% |
| Participant deferral / active EE | $2,490 | $5,165-51.8% | $4,169-40.3% | $5,851-57.4% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |