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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 | $6,920 | $165,399-95.8% | $149,745-95.4% | $158,982-95.6% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,758 | $5,105-65.6% | $4,646-62.1% | $4,763-63.1% |
| Participant deferral / active EE | $3,737 | $7,183-48.0% | $6,843-45.4% | $5,983-37.5% |
| Admin fee / account holder | $26 | $10,811-99.8% | $9,312-99.7% | $11,252-99.8% |