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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 | $6,750 | $99,957-93.2% | $149,730-95.5% | $73,493-90.8% |
| Participation rate | 74.5% | 75.7%-1.2pp | 82.5%-8.0pp | 70.7%+3.8pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.70%-276.7pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,688 | $3,191-47.1% | $4,645-63.7% | $2,270-25.6% |
| Participant deferral / active EE | $3,216 | $6,073-47.0% | $6,843-53.0% | $3,740-14.0% |
| Admin fee / account holder | $241 | $551-56.2% | $9,310-97.4% | $513-53.0% |