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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 | $6,301 | $117,859-94.7% | $102,438-93.8% | $145,959-95.7% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+8.0pp |
| Annual return | 0.00% | 31.72%-31.7pp | 29.37%-29.4pp | 561.95%-561.9pp |
| Employer contribution / active EE | $7,413 | $3,615+105.0% | $3,024+145.2% | $4,661+59.0% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |