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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 | $7,270 | $84,708-91.4% | $75,714-90.4% | $167,536-95.7% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.8%+8.5pp | 82.1%+1.2pp |
| Annual return | 0.00% | 199.62%-199.6pp | 104.62%-104.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,125 | $3,231-34.2% | $2,744-22.5% | $4,839-56.1% |
| Participant deferral / active EE | $4,859 | $4,577+6.1% | $3,820+27.2% | $6,342-23.4% |
| Admin fee / account holder | $102 | $5,358-98.1% | $3,619-97.2% | $12,315-99.2% |