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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 | $6,604 | $95,975-93.1% | $74,549-91.1% | $135,379-95.1% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $763 | $2,716-71.9% | $1,961-61.1% | $4,779-84.0% |
| Participant deferral / active EE | $4,290 | $3,844+11.6% | $3,108+38.0% | $5,609-23.5% |
| Admin fee / account holder | $48 | $6,522-99.3% | $5,059-99.1% | $10,828-99.6% |