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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 | $9,300 | $99,652-90.7% | $78,778-88.2% | $147,586-93.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $3,918 | $2,796+40.1% | $1,986+97.3% | $4,876-19.7% |
| Participant deferral / active EE | $4,987 | $3,664+36.1% | $2,958+68.6% | $5,439-8.3% |
| Admin fee / account holder | $274 | $7,155-96.2% | $5,134-94.7% | $10,886-97.5% |