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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 | $6,255 | $162,812-96.2% | $133,971-95.3% | $158,966-96.1% |
| Participation rate | 89.5% | 83.2%+6.2pp | 79.8%+9.6pp | 82.0%+7.5pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,638 | $4,976-67.1% | $3,919-58.2% | $4,762-65.6% |
| Participant deferral / active EE | $3,301 | $5,910-44.2% | $5,047-34.6% | $5,983-44.8% |
| Admin fee / account holder | $2 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |