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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 | $7,778 | $183,627-95.8% | $155,602-95.0% | $145,978-94.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 0.00% | 61.32%-61.3pp | 64.81%-64.8pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,254 | $5,316-76.4% | $4,675-73.2% | $4,662-73.1% |
| Participant deferral / active EE | $4,448 | $6,466-31.2% | $5,629-21.0% | $6,690-33.5% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |