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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 | $4,132 | $93,124-95.6% | $77,100-94.6% | $134,545-96.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $602 | $3,421-82.4% | $2,815-78.6% | $4,742-87.3% |
| Participant deferral / active EE | $5,350 | $5,242+2.1% | $4,430+20.8% | $6,401-16.4% |
| Admin fee / account holder | $14 | $6,970-99.8% | $5,443-99.8% | $11,431-99.9% |