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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 | $6,592 | $75,962-91.3% | $154,108-95.7% | $64,173-89.7% |
| Participation rate | 74.1% | 70.4%+3.7pp | 83.0%-9.0pp | 69.6%+4.5pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,892 | $3,350-43.5% | $5,298-64.3% | $2,381-20.5% |
| Participant deferral / active EE | $3,247 | $3,175+2.3% | $5,081-36.1% | $3,470-6.4% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |