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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 | $6,563 | $152,619-95.7% | $125,195-94.8% | $152,909-95.7% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,295 | $4,947-73.8% | $3,866-66.5% | $4,764-72.8% |
| Participant deferral / active EE | $3,420 | $5,869-41.7% | $4,937-30.7% | $5,851-41.6% |
| Admin fee / account holder | $3 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |