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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 | $6,679 | $63,342-89.5% | $92,235-92.8% | $70,131-90.5% |
| Participation rate | 78.1% | 68.7%+9.5pp | 76.5%+1.6pp | 69.5%+8.6pp |
| Annual return | 0.00% | 530.15%-530.2pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,782 | $2,471-27.9% | $3,679-51.6% | $2,342-23.9% |
| Participant deferral / active EE | $3,011 | $2,854+5.5% | $3,897-22.7% | $3,332-9.6% |
| Admin fee / account holder | $248 | $3,840-93.5% | $5,194-95.2% | $4,645-94.7% |