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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 | $11,135 | $115,810-90.4% | $101,271-89.0% | $158,966-93.0% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $3,345 | $4,175-19.9% | $3,660-8.6% | $4,762-29.8% |
| Participant deferral / active EE | $3,498 | $4,958-29.4% | $4,371-20.0% | $5,983-41.5% |
| Admin fee / account holder | $14 | $7,248-99.8% | $5,948-99.8% | $11,250-99.9% |