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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 | $6,622 | $168,635-96.1% | $147,617-95.5% | $125,389-94.7% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | 0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,553 | $6,252-75.2% | $5,564-72.1% | $4,866-68.1% |
| Participant deferral / active EE | $5,351 | $5,507-2.8% | $4,895+9.3% | $5,3520% |
| Admin fee / account holder | $30 | $13,580-99.8% | $11,612-99.7% | $9,541-99.7% |