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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 | $15,232 | $82,674-81.6% | $125,363-87.9% | $68,495-77.8% |
| Participation rate | 85.4% | 75.0%+10.4pp | 82.4%+3.0pp | 67.9%+17.5pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,148 | $3,382-6.9% | $4,815-34.6% | $2,596+21.2% |
| Participant deferral / active EE | $7,125 | $6,111+16.6% | $7,447-4.3% | $4,028+76.9% |
| Admin fee / account holder | $0 | $6,276-100.0% | $10,005-100.0% | $5,403-100.0% |