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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 | $12,566 | $107,941-88.4% | $91,994-86.3% | $152,897-91.8% |
| Participation rate | 83.3% | 81.2%+2.1pp | 78.6%+4.7pp | 82.5%+0.9pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $3,457 | $4,212-17.9% | $3,453+0.1% | $4,764-27.4% |
| Participant deferral / active EE | $6,701 | $6,366+5.3% | $5,924+13.1% | $5,851+14.5% |
| Admin fee / account holder | $78 | $10,521-99.3% | $7,744-99.0% | $11,599-99.3% |