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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 | $6,046 | $100,901-94.0% | $75,670-92.0% | $147,585-95.9% |
| Participation rate | 81.0% | 77.1%+3.8pp | 72.3%+8.6pp | 82.8%-1.9pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.34%-27.3pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,150 | $3,253-64.7% | $2,352-51.1% | $4,876-76.4% |
| Participant deferral / active EE | $2,984 | $4,027-25.9% | $3,142-5.0% | $5,439-45.1% |
| Admin fee / account holder | $52 | $11,285-99.5% | $5,800-99.1% | $10,885-99.5% |