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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 | $5,086 | $80,753-93.7% | $136,298-96.3% | $62,293-91.8% |
| Participation rate | 87.9% | 73.5%+14.4pp | 81.9%+6.0pp | 69.5%+18.4pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5156.27%-5156.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,389 | $2,884-51.8% | $4,696-70.4% | $2,042-32.0% |
| Participant deferral / active EE | $2,634 | $5,164-49.0% | $6,247-57.8% | $3,169-16.9% |
| Admin fee / account holder | $47 | $525-91.0% | $9,244-99.5% | $479-90.2% |