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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 | $5,894 | $121,677-95.2% | $104,625-94.4% | $158,966-96.3% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.8pp |
| Annual return | 0.00% | 465.58%-465.6pp | 340.60%-340.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $857 | $3,165-72.9% | $2,681-68.0% | $4,762-82.0% |
| Participant deferral / active EE | $3,423 | $4,175-18.0% | $3,738-8.4% | $5,983-42.8% |
| Admin fee / account holder | $14 | $7,777-99.8% | $6,465-99.8% | $11,250-99.9% |