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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 | $8,942 | $162,812-94.5% | $133,971-93.3% | $158,966-94.4% |
| Participation rate | 72.2% | 83.2%-11.0pp | 79.8%-7.6pp | 82.0%-9.7pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,493 | $4,976-49.9% | $3,919-36.4% | $4,762-47.7% |
| Participant deferral / active EE | $3,318 | $5,910-43.9% | $5,047-34.3% | $5,983-44.5% |
| Admin fee / account holder | $102 | $11,741-99.1% | $8,929-98.9% | $11,250-99.1% |