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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 | $6,199 | $101,069-93.9% | $81,478-92.4% | $147,585-95.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.57%-578.6pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,513 | $4,242+6.4% | $3,537+27.6% | $5,439-17.0% |
| Admin fee / account holder | $87 | $5,812-98.5% | $4,561-98.1% | $10,885-99.2% |