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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 | $6,409 | $165,939-96.1% | $122,354-94.8% | $147,586-95.7% |
| Participation rate | 77.8% | 79.6%-1.8pp | 71.6%+6.1pp | 82.8%-5.1pp |
| Annual return | 0.00% | 34.56%-34.6pp | 30.28%-30.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $420 | $5,754-92.7% | $4,051-89.6% | $4,876-91.4% |
| Participant deferral / active EE | $4,515 | $4,005+12.7% | $3,287+37.4% | $5,439-17.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |