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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 | $7,487 | $203,483-96.3% | $152,473-95.1% | $167,553-95.5% |
| Participation rate | 82.4% | 82.3%+0.1pp | 78.2%+4.2pp | 82.1%+0.2pp |
| Annual return | 0.00% | 13.80%-13.8pp | 757.59%-757.6pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,740 | $5,219-66.7% | $4,326-59.8% | $4,840-64.0% |
| Participant deferral / active EE | $4,172 | $6,711-37.8% | $5,817-28.3% | $6,343-34.2% |
| Admin fee / account holder | $86 | $22,521-99.6% | $15,811-99.5% | $12,316-99.3% |