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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 | $6,428 | $176,402-96.4% | $134,162-95.2% | $158,966-96.0% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 0.00% | 63.66%-63.7pp | 36.35%-36.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,181 | $5,042-56.7% | $3,705-41.1% | $4,762-54.2% |
| Participant deferral / active EE | $2,600 | $4,093-36.5% | $3,500-25.7% | $5,983-56.5% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |