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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 | $6,575 | $91,198-92.8% | $178,503-96.3% | $79,856-91.8% |
| Participation rate | 97.0% | 69.2%+27.8pp | 81.9%+15.0pp | 69.6%+27.3pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,481 | $3,257+6.9% | $5,011-30.5% | $2,471+40.9% |
| Participant deferral / active EE | $3,368 | $3,237+4.1% | $5,202-35.3% | $3,741-10.0% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |