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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 | $9,636 | $134,001-92.8% | $112,258-91.4% | $134,509-92.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | 0.00% | 47.15%-47.2pp | 27.47%-27.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,130 | $4,039-47.3% | $3,636-41.4% | $4,741-55.1% |
| Participant deferral / active EE | $5,692 | $5,291+7.6% | $4,728+20.4% | $6,400-11.1% |
| Admin fee / account holder | $45 | $7,491-99.4% | $6,411-99.3% | $11,427-99.6% |