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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 | $9,261 | $115,810-92.0% | $101,271-90.9% | $158,966-94.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,272 | $4,175-69.5% | $3,660-65.3% | $4,762-73.3% |
| Participant deferral / active EE | $5,969 | $4,958+20.4% | $4,371+36.6% | $5,983-0.2% |
| Admin fee / account holder | $41 | $7,248-99.4% | $5,948-99.3% | $11,250-99.6% |