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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 | $6,108 | $82,630-92.6% | $64,105-90.5% | $125,389-95.1% |
| Participation rate | 87.5% | 75.9%+11.6pp | 68.2%+19.3pp | 83.2%+4.3pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,252 | $2,671+21.7% | $1,820+78.7% | $4,866-33.2% |
| Participant deferral / active EE | $2,206 | $3,608-38.9% | $2,822-21.8% | $5,352-58.8% |
| Admin fee / account holder | $39 | $6,382-99.4% | $4,499-99.1% | $9,541-99.6% |