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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 | $5,679 | $85,766-93.4% | $136,298-95.8% | $70,126-91.9% |
| Participation rate | 79.4% | 74.2%+5.3pp | 81.9%-2.5pp | 69.5%+9.9pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,632 | $2,966-45.0% | $4,696-65.2% | $2,343-30.3% |
| Participant deferral / active EE | $4,213 | $5,051-16.6% | $6,247-32.6% | $3,332+26.4% |
| Admin fee / account holder | $286 | $5,421-94.7% | $9,244-96.9% | $4,645-93.8% |