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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 | $6,395 | $135,956-95.3% | $123,894-94.8% | $273,972-97.7% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,293 | $5,170-75.0% | $4,617-72.0% | $4,869-73.4% |
| Participant deferral / active EE | $5,006 | $6,343-21.1% | $5,984-16.3% | $5,287-5.3% |
| Admin fee / account holder | $129 | $9,817-98.7% | $8,357-98.5% | $10,133-98.7% |