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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 | $4,866 | $98,766-95.1% | $149,730-96.8% | $79,852-93.9% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+22.9pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,908 | $3,217-40.7% | $4,645-58.9% | $2,471-22.8% |
| Participant deferral / active EE | $5,736 | $5,681+1.0% | $6,843-16.2% | $3,740+53.3% |
| Admin fee / account holder | $114 | $6,052-98.1% | $9,310-98.8% | $5,306-97.9% |