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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 | $6,807 | $133,998-94.9% | $112,263-93.9% | $134,545-94.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,422 | $4,040-15.3% | $3,636-5.9% | $4,742-27.8% |
| Participant deferral / active EE | $4,811 | $5,292-9.1% | $4,729+1.7% | $6,401-24.8% |
| Admin fee / account holder | $183 | $7,493-97.6% | $6,410-97.1% | $11,431-98.4% |