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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 | $6,194 | $63,342-90.2% | $92,235-93.3% | $70,131-91.2% |
| Participation rate | 76.9% | 68.7%+8.3pp | 76.5%+0.4pp | 69.5%+7.4pp |
| Annual return | 0.00% | 530.15%-530.2pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,145 | $2,471-13.2% | $3,679-41.7% | $2,342-8.4% |
| Participant deferral / active EE | $3,253 | $2,854+14.0% | $3,897-16.5% | $3,332-2.4% |
| Admin fee / account holder | $14 | $3,840-99.6% | $5,194-99.7% | $4,645-99.7% |