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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 | $6,734 | $45,152-85.1% | $73,836-90.9% | $59,633-88.7% |
| Participation rate | 91.2% | 64.0%+27.2pp | 73.4%+17.7pp | 68.7%+22.5pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,785 | $1,901-6.1% | $2,787-35.9% | $2,203-18.9% |
| Participant deferral / active EE | $4,655 | $2,573+80.9% | $3,583+29.9% | $3,192+45.9% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |