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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 | $7,447 | $98,760-92.5% | $149,715-95.0% | $79,858-90.7% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.5%-5.6pp | 69.6%+7.3pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.66%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,319 | $3,217-59.0% | $4,645-71.6% | $2,471-46.6% |
| Participant deferral / active EE | $4,162 | $5,681-26.7% | $6,842-39.2% | $3,740+11.3% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,310-100.0% | $5,306-100.0% |