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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 | $9,301 | $95,979-90.3% | $74,551-87.5% | $135,380-93.1% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | 0.00% | 56.97%-57.0pp | 32.53%-32.5pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,424 | $2,716-10.7% | $1,961+23.6% | $4,779-49.3% |
| Participant deferral / active EE | $7,577 | $3,844+97.1% | $3,108+143.8% | $5,609+35.1% |
| Admin fee / account holder | $10 | $6,522-99.8% | $5,059-99.8% | $10,828-99.9% |