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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 | $26,892 | $168,636-84.1% | $147,618-81.8% | $125,388-78.6% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,522 | $6,252-59.7% | $5,565-54.7% | $4,866-48.2% |
| Participant deferral / active EE | $9,867 | $5,507+79.2% | $4,895+101.6% | $5,352+84.4% |
| Admin fee / account holder | $113 | $13,580-99.2% | $11,612-99.0% | $9,541-98.8% |