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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 | $6,986 | $93,589-92.5% | $135,942-94.9% | $75,181-90.7% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.6pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $1,473 | $3,537-58.4% | $4,858-69.7% | $2,671-44.9% |
| Participant deferral / active EE | $4,165 | $6,405-35.0% | $7,759-46.3% | $4,126+0.9% |
| Admin fee / account holder | $160 | $6,977-97.7% | $10,764-98.5% | $5,650-97.2% |