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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 | $10,505 | $105,145-90.0% | $94,664-88.9% | $139,466-92.5% |
| Participation rate | 90.0% | 82.4%+7.6pp | 80.8%+9.2pp | 80.3%+9.7pp |
| Annual return | 0.00% | 38.09%-38.1pp | 156.84%-156.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $4,017 | $4,107-2.2% | $3,673+9.4% | $4,754-15.5% |
| Participant deferral / active EE | $6,580 | $7,599-13.4% | $7,417-11.3% | $6,712-2.0% |
| Admin fee / account holder | $12 | $8,972-99.9% | $7,222-99.8% | $11,409-99.9% |