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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 | $6,650 | $77,901-91.5% | $149,717-95.6% | $75,181-91.2% |
| Participation rate | 71.9% | 65.6%+6.3pp | 78.8%-6.9pp | 67.2%+4.7pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.41%-134.4pp | 160.69%-160.7pp |
| Employer contribution / active EE | $2,235 | $3,137-28.7% | $4,820-53.6% | $2,671-16.3% |
| Participant deferral / active EE | $4,247 | $3,411+24.5% | $5,682-25.3% | $4,126+2.9% |
| Admin fee / account holder | $221 | $5,949-96.3% | $13,213-98.3% | $5,650-96.1% |