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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 | $6,613 | $152,460-95.7% | $118,746-94.4% | $147,586-95.5% |
| Participation rate | 86.4% | 82.3%+4.1pp | 78.3%+8.1pp | 82.8%+3.5pp |
| Annual return | 0.00% | 17.41%-17.4pp | 24.54%-24.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,873 | $5,046-62.9% | $4,193-55.3% | $4,876-61.6% |
| Participant deferral / active EE | $2,135 | $6,212-65.6% | $5,332-60.0% | $5,439-60.7% |
| Admin fee / account holder | $187 | $16,953-98.9% | $10,720-98.3% | $10,886-98.3% |