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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 | $16,555 | $115,810-85.7% | $101,271-83.7% | $158,966-89.6% |
| 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 | $2,537 | $4,175-39.2% | $3,660-30.7% | $4,762-46.7% |
| Participant deferral / active EE | $6,003 | $4,958+21.1% | $4,371+37.3% | $5,983+0.3% |
| Admin fee / account holder | $268 | $7,248-96.3% | $5,948-95.5% | $11,250-97.6% |