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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 | $5,737 | $65,364-91.2% | $92,909-93.8% | $72,975-92.1% |
| Participation rate | 95.5% | 68.3%+27.2pp | 76.0%+19.5pp | 69.5%+26.0pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,317 | $2,594-10.7% | $3,653-36.6% | $2,440-5.0% |
| Participant deferral / active EE | $3,967 | $3,128+26.8% | $4,238-6.4% | $3,608+10.0% |
| Admin fee / account holder | $176 | $4,251-95.9% | $5,795-97.0% | $5,124-96.6% |