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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 | $5,039 | $65,395-92.3% | $182,540-97.2% | $72,975-93.1% |
| Participation rate | 80.0% | 65.4%+14.6pp | 78.0%+2.0pp | 69.5%+10.5pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.58%-148.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,296 | $1,911-32.2% | $4,076-68.2% | $2,440-46.9% |
| Participant deferral / active EE | $2,114 | $3,563-40.7% | $5,525-61.7% | $3,608-41.4% |
| Admin fee / account holder | $26 | $4,245-99.4% | $8,593-99.7% | $5,124-99.5% |