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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 | $5,742 | $135,645-95.8% | $110,243-94.8% | $135,380-95.8% |
| Participation rate | 90.9% | 83.5%+7.4pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,738 | $4,907-64.6% | $3,827-54.6% | $4,779-63.6% |
| Participant deferral / active EE | $5,031 | $5,507-8.7% | $4,672+7.7% | $5,609-10.3% |
| Admin fee / account holder | $138 | $11,458-98.8% | $8,548-98.4% | $10,828-98.7% |