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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 | $6,636 | $77,638-91.5% | $156,551-95.8% | $62,881-89.4% |
| Participation rate | 87.5% | 71.2%+16.3pp | 84.0%+3.5pp | 69.3%+18.2pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,784 | $3,444-48.2% | $5,501-67.6% | $2,281-21.8% |
| Participant deferral / active EE | $3,750 | $3,046+23.1% | $4,871-23.0% | $3,203+17.1% |
| Admin fee / account holder | $131 | $5,561-97.6% | $13,028-99.0% | $4,296-96.9% |