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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 | $8,171 | $180,459-95.5% | $154,108-94.7% | $135,380-94.0% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $4,046 | $6,035-33.0% | $5,298-23.6% | $4,779-15.3% |
| Participant deferral / active EE | $5,145 | $5,806-11.4% | $5,081+1.3% | $5,609-8.3% |
| Admin fee / account holder | $161 | $16,145-99.0% | $13,411-98.8% | $10,828-98.5% |