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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 | $7,046 | $102,638-93.1% | $81,991-91.4% | $158,966-95.6% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.3%+2.2pp | 82.0%-10.5pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,408 | $3,241-56.6% | $2,498-43.6% | $4,762-70.4% |
| Participant deferral / active EE | $4,615 | $4,649-0.7% | $3,722+24.0% | $5,983-22.9% |
| Admin fee / account holder | $106 | $8,237-98.7% | $5,665-98.1% | $11,250-99.1% |