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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 | $4,263 | $118,708-96.4% | $98,920-95.7% | $158,982-97.3% |
| Participation rate | 90.0% | 77.8%+12.2pp | 76.0%+14.0pp | 82.0%+8.0pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,073 | $3,334-67.8% | $2,689-60.1% | $4,763-77.5% |
| Participant deferral / active EE | $4,194 | $5,089-17.6% | $4,245-1.2% | $5,983-29.9% |
| Admin fee / account holder | $192 | $10,134-98.1% | $6,643-97.1% | $11,252-98.3% |