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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 | $6,580 | $142,430-95.4% | $115,170-94.3% | $152,897-95.7% |
| Participation rate | 71.4% | 82.4%-10.9pp | 75.9%-4.5pp | 82.5%-11.0pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,040 | $4,011-74.1% | $3,179-67.3% | $4,764-78.2% |
| Participant deferral / active EE | $2,903 | $5,165-43.8% | $4,169-30.4% | $5,851-50.4% |
| Admin fee / account holder | $14 | $8,464-99.8% | $7,089-99.8% | $11,599-99.9% |