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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 | $4,266 | $53,127-92.0% | $86,587-95.1% | $70,131-93.9% |
| Participation rate | 72.4% | 65.3%+7.1pp | 73.5%-1.1pp | 69.5%+2.9pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.86%-964.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,169 | $2,068-43.5% | $2,839-58.8% | $2,342-50.1% |
| Participant deferral / active EE | $2,812 | $2,696+4.3% | $3,609-22.1% | $3,332-15.6% |
| Admin fee / account holder | $126 | $3,585-96.5% | $4,906-97.4% | $4,645-97.3% |