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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 | $5,263 | $65,364-91.9% | $92,909-94.3% | $72,975-92.8% |
| Participation rate | 75.9% | 68.3%+7.5pp | 76.0%-0.1pp | 69.5%+6.4pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,459 | $2,594-43.8% | $3,653-60.1% | $2,440-40.2% |
| Participant deferral / active EE | $2,049 | $3,128-34.5% | $4,238-51.6% | $3,608-43.2% |
| Admin fee / account holder | $91 | $4,251-97.9% | $5,795-98.4% | $5,124-98.2% |