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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 | $6,528 | $83,337-92.2% | $67,834-90.4% | $273,972-97.6% |
| Participation rate | 92.9% | 76.4%+16.4pp | 68.8%+24.1pp | 83.0%+9.8pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,791 | $3,287-45.5% | $2,403-25.5% | $4,869-63.2% |
| Participant deferral / active EE | $4,659 | $4,088+14.0% | $3,160+47.5% | $5,287-11.9% |
| Admin fee / account holder | $206 | $6,752-97.0% | $4,622-95.5% | $10,133-98.0% |