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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 | $7,855 | $152,597-94.9% | $117,533-93.3% | $134,532-94.2% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,012 | $5,576-63.9% | $4,179-51.9% | $4,741-57.6% |
| Participant deferral / active EE | $3,345 | $4,821-30.6% | $4,072-17.9% | $6,401-47.7% |
| Admin fee / account holder | $10 | $7,007-99.9% | $5,647-99.8% | $11,429-99.9% |