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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 | $6,546 | $157,296-95.8% | $141,191-95.4% | $152,897-95.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,924 | $5,262-63.4% | $4,736-59.4% | $4,764-59.6% |
| Participant deferral / active EE | $2,814 | $7,111-60.4% | $6,710-58.1% | $5,851-51.9% |
| Admin fee / account holder | $108 | $12,125-99.1% | $10,264-98.9% | $11,599-99.1% |