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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 | $5,521 | $106,923-94.8% | $84,023-93.4% | $152,909-96.4% |
| Participation rate | 78.6% | 75.3%+3.3pp | 69.0%+9.6pp | 82.5%-3.9pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $930 | $2,735-66.0% | $1,984-53.1% | $4,764-80.5% |
| Participant deferral / active EE | $3,282 | $4,013-18.2% | $3,239+1.3% | $5,851-43.9% |
| Admin fee / account holder | $176 | $8,289-97.9% | $6,102-97.1% | $11,601-98.5% |