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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 | $6,180 | $85,766-92.8% | $136,297-95.5% | $70,124-91.2% |
| Participation rate | 83.9% | 74.2%+9.7pp | 81.9%+1.9pp | 69.5%+14.3pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5156.19%-5156.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,774 | $2,966-40.2% | $4,696-62.2% | $2,342-24.3% |
| Participant deferral / active EE | $3,326 | $5,051-34.2% | $6,247-46.8% | $3,332-0.2% |
| Admin fee / account holder | $41 | $5,420-99.2% | $9,244-99.6% | $4,645-99.1% |