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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 | $6,869 | $165,939-95.9% | $122,354-94.4% | $147,586-95.3% |
| Participation rate | 94.4% | 79.6%+14.9pp | 71.6%+22.8pp | 82.8%+11.6pp |
| Annual return | 0.00% | 34.56%-34.6pp | 30.28%-30.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $697 | $5,754-87.9% | $4,051-82.8% | $4,876-85.7% |
| Participant deferral / active EE | $2,580 | $4,005-35.6% | $3,287-21.5% | $5,439-52.6% |
| Admin fee / account holder | $272 | $7,425-96.3% | $5,479-95.0% | $10,886-97.5% |