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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 | $8,152 | $46,596-82.5% | $64,099-87.3% | $75,181-89.2% |
| Participation rate | 93.3% | 65.9%+27.4pp | 72.3%+21.0pp | 67.2%+26.1pp |
| Annual return | 0.00% | 26.04%-26.0pp | 33.70%-33.7pp | 160.69%-160.7pp |
| Employer contribution / active EE | $882 | $1,975-55.4% | $2,748-67.9% | $2,671-67.0% |
| Participant deferral / active EE | $2,638 | $2,837-7.0% | $3,881-32.0% | $4,126-36.1% |
| Admin fee / account holder | $0 | $2,954-100.0% | $3,070-100.0% | $5,650-100.0% |