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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 | $6,125 | $67,372-90.9% | $60,906-89.9% | $134,532-95.4% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | 0.00% | 50.05%-50.0pp | 16.94%-16.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,632 | $3,099-15.1% | $2,703-2.6% | $4,741-44.5% |
| Participant deferral / active EE | $6,169 | $4,532+36.1% | $3,814+61.8% | $6,401-3.6% |
| Admin fee / account holder | $177 | $4,588-96.1% | $3,227-94.5% | $11,429-98.5% |