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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 | $15,267 | $168,635-90.9% | $147,617-89.7% | $125,389-87.8% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | 0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,961 | $6,252-68.6% | $5,564-64.8% | $4,866-59.7% |
| Participant deferral / active EE | $6,250 | $5,507+13.5% | $4,895+27.7% | $5,352+16.8% |
| Admin fee / account holder | $58 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |