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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 | $4,046 | $58,726-93.1% | $142,898-97.2% | $85,847-95.3% |
| Participation rate | 85.7% | 58.5%+27.2pp | 72.0%+13.8pp | 69.3%+16.4pp |
| Annual return | 0.00% | 27.73%-27.7pp | 5639.64%-5639.6pp | 318.61%-318.6pp |
| Employer contribution / active EE | $1,582 | $1,424+11.1% | $4,146-61.8% | $2,565-38.3% |
| Participant deferral / active EE | $2,324 | $2,609-10.9% | $3,838-39.5% | $3,952-41.2% |
| Admin fee / account holder | $153 | $4,234-96.4% | $6,560-97.7% | $6,261-97.6% |