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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 | $9,514 | $99,652-90.5% | $78,778-87.9% | $147,586-93.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $5,559 | $2,796+98.8% | $1,986+180.0% | $4,876+14.0% |
| Participant deferral / active EE | $3,801 | $3,664+3.8% | $2,958+28.5% | $5,439-30.1% |
| Admin fee / account holder | $183 | $7,155-97.4% | $5,134-96.4% | $10,886-98.3% |