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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 | $6,910 | $75,962-90.9% | $154,108-95.5% | $64,173-89.2% |
| Participation rate | 91.5% | 70.4%+21.1pp | 83.0%+8.5pp | 69.6%+22.0pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,038 | $3,350-9.3% | $5,298-42.6% | $2,381+27.6% |
| Participant deferral / active EE | $1,147 | $3,175-63.9% | $5,081-77.4% | $3,470-66.9% |
| Admin fee / account holder | $24 | $5,589-99.6% | $13,411-99.8% | $4,887-99.5% |