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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 | $4,508 | $133,981-96.6% | $112,249-96.0% | $134,532-96.6% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,678 | $4,040-58.5% | $3,636-53.8% | $4,741-64.6% |
| Participant deferral / active EE | $2,167 | $5,292-59.0% | $4,729-54.2% | $6,401-66.1% |
| Admin fee / account holder | $39 | $7,492-99.5% | $6,412-99.4% | $11,429-99.7% |