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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 | $8,343 | $152,612-94.5% | $125,192-93.3% | $152,897-94.5% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,612 | $4,947-47.2% | $3,866-32.4% | $4,764-45.2% |
| Participant deferral / active EE | $3,988 | $5,868-32.0% | $4,937-19.2% | $5,851-31.8% |
| Admin fee / account holder | $6 | $13,437-100.0% | $9,704-99.9% | $11,599-99.9% |