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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 | $7,262 | $190,879-96.2% | $160,009-95.5% | $134,532-94.6% |
| Participation rate | 82.6% | 82.0%+0.6pp | 78.0%+4.6pp | 81.2%+1.4pp |
| Annual return | 0.00% | 552.63%-552.6pp | 408.85%-408.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,545 | $4,995-49.0% | $4,225-39.8% | $4,741-46.3% |
| Participant deferral / active EE | $3,974 | $6,924-42.6% | $6,183-35.7% | $6,401-37.9% |
| Admin fee / account holder | $15 | $10,495-99.9% | $8,715-99.8% | $11,429-99.9% |