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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 | $8,502 | $103,008-91.7% | $90,304-90.6% | $152,897-94.4% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,227 | $3,139-60.9% | $2,855-57.0% | $4,764-74.2% |
| Participant deferral / active EE | $7,011 | $4,281+63.7% | $3,885+80.5% | $5,851+19.8% |
| Admin fee / account holder | $192 | $6,175-96.9% | $5,354-96.4% | $11,599-98.3% |