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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 | $6,142 | $63,346-90.3% | $92,240-93.3% | $70,126-91.2% |
| Participation rate | 92.3% | 68.7%+23.6pp | 76.5%+15.8pp | 69.5%+22.8pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,843 | $2,471-25.4% | $3,680-49.9% | $2,343-21.3% |
| Participant deferral / active EE | $3,585 | $2,854+25.6% | $3,897-8.0% | $3,332+7.6% |
| Admin fee / account holder | $73 | $3,841-98.1% | $5,194-98.6% | $4,645-98.4% |