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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 | $10,573 | $152,612-93.1% | $125,192-91.6% | $152,897-93.1% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,097 | $4,947-57.6% | $3,866-45.7% | $4,764-56.0% |
| Participant deferral / active EE | $6,502 | $5,868+10.8% | $4,937+31.7% | $5,851+11.1% |
| Admin fee / account holder | $40 | $13,437-99.7% | $9,704-99.6% | $11,599-99.7% |