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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 | $15,965 | $157,304-89.9% | $141,197-88.7% | $152,909-89.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,406 | $5,263-35.3% | $4,736-28.1% | $4,764-28.5% |
| Participant deferral / active EE | $9,970 | $7,111+40.2% | $6,710+48.6% | $5,851+70.4% |
| Admin fee / account holder | $211 | $12,126-98.3% | $10,265-97.9% | $11,601-98.2% |