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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 | $5,580 | $180,459-96.9% | $154,108-96.4% | $135,380-95.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,565 | $6,035-74.1% | $5,298-70.5% | $4,779-67.3% |
| Participant deferral / active EE | $3,713 | $5,806-36.1% | $5,081-26.9% | $5,609-33.8% |
| Admin fee / account holder | $18 | $16,145-99.9% | $13,411-99.9% | $10,828-99.8% |