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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 | $18,178 | $103,392-82.4% | $87,104-79.1% | $152,897-88.1% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.9%-6.9pp | 82.5%-12.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,747 | $3,221-45.8% | $2,521-30.7% | $4,764-63.3% |
| Participant deferral / active EE | $10,277 | $4,778+115.1% | $4,048+153.9% | $5,851+75.6% |
| Admin fee / account holder | $170 | $12,194-98.6% | $7,491-97.7% | $11,599-98.5% |