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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 | $6,143 | $95,415-93.6% | $185,851-96.7% | $85,851-92.8% |
| Participation rate | 87.5% | 68.8%+18.7pp | 81.7%+5.8pp | 69.3%+18.2pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.11%-122.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $1,157 | $3,314-65.1% | $5,168-77.6% | $2,565-54.9% |
| Participant deferral / active EE | $1,652 | $3,424-51.8% | $5,569-70.3% | $3,952-58.2% |
| Admin fee / account holder | $6 | $7,215-99.9% | $16,245-100.0% | $6,261-99.9% |