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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 | $6,574 | $103,393-93.6% | $87,103-92.5% | $152,909-95.7% |
| Participation rate | 78.3% | 79.4%-1.1pp | 76.9%+1.4pp | 82.5%-4.2pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,255 | $3,221-61.0% | $2,521-50.2% | $4,764-73.7% |
| Participant deferral / active EE | $3,655 | $4,778-23.5% | $4,049-9.7% | $5,851-37.5% |
| Admin fee / account holder | $46 | $12,195-99.6% | $7,491-99.4% | $11,601-99.6% |