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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 | $4,924 | $98,766-95.0% | $149,730-96.7% | $79,852-93.8% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.5%-1.0pp | 69.6%+11.8pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,268 | $3,217-60.6% | $4,645-72.7% | $2,471-48.7% |
| Participant deferral / active EE | $3,388 | $5,681-40.4% | $6,843-50.5% | $3,740-9.4% |
| Admin fee / account holder | $1 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |