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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 | $14,357 | $157,304-90.9% | $141,197-89.8% | $152,909-90.6% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,243 | $5,263-38.4% | $4,736-31.5% | $4,764-31.9% |
| Participant deferral / active EE | $5,305 | $7,111-25.4% | $6,710-20.9% | $5,851-9.3% |
| Admin fee / account holder | $34 | $12,126-99.7% | $10,265-99.7% | $11,601-99.7% |