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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 | $18,402 | $162,785-88.7% | $133,959-86.3% | $158,950-88.4% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,296 | $4,975-74.0% | $3,919-66.9% | $4,762-72.8% |
| Participant deferral / active EE | $5,150 | $5,910-12.9% | $5,047+2.0% | $5,983-13.9% |
| Admin fee / account holder | $12 | $11,738-99.9% | $8,928-99.9% | $11,248-99.9% |