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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 | $8,394 | $108,695-92.3% | $74,722-88.8% | $152,897-94.5% |
| Participation rate | 85.7% | 65.4%+20.4pp | 54.5%+31.3pp | 82.5%+3.3pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,705 | $1,504+13.3% | $1,084+57.2% | $4,764-64.2% |
| Participant deferral / active EE | $4,965 | $2,712+83.1% | $1,963+152.9% | $5,851-15.1% |
| Admin fee / account holder | $15 | $4,906-99.7% | $3,335-99.6% | $11,599-99.9% |