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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 | $6,555 | $99,652-93.4% | $78,778-91.7% | $147,586-95.6% |
| Participation rate | 78.6% | 76.2%+2.3pp | 69.2%+9.4pp | 82.8%-4.3pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,187 | $2,796-57.6% | $1,986-40.2% | $4,876-75.7% |
| Participant deferral / active EE | $3,894 | $3,664+6.3% | $2,958+31.6% | $5,439-28.4% |
| Admin fee / account holder | $13 | $7,155-99.8% | $5,134-99.7% | $10,886-99.9% |