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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 | $7,133 | $105,158-93.2% | $94,672-92.5% | $139,487-94.9% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 0.00% | 38.11%-38.1pp | 156.89%-156.9pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,923 | $4,107-53.2% | $3,673-47.7% | $4,755-59.6% |
| Participant deferral / active EE | $3,570 | $7,599-53.0% | $7,417-51.9% | $6,713-46.8% |
| Admin fee / account holder | $4 | $8,972-100.0% | $7,222-99.9% | $11,407-100.0% |