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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 | $8,329 | $157,296-94.7% | $141,191-94.1% | $152,897-94.6% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.5%+13.4pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,945 | $5,262-63.0% | $4,736-58.9% | $4,764-59.2% |
| Participant deferral / active EE | $4,658 | $7,111-34.5% | $6,710-30.6% | $5,851-20.4% |
| Admin fee / account holder | $50 | $12,125-99.6% | $10,264-99.5% | $11,599-99.6% |