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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 | $8,597 | $168,635-94.9% | $147,617-94.2% | $125,389-93.1% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | 0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,730 | $6,252-40.3% | $5,564-33.0% | $4,866-23.3% |
| Participant deferral / active EE | $5,092 | $5,507-7.5% | $4,895+4.0% | $5,352-4.9% |
| Admin fee / account holder | $16 | $13,580-99.9% | $11,612-99.9% | $9,541-99.8% |