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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 | $13,667 | $227,597-94.0% | $189,575-92.8% | $167,536-91.8% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.4%+14.4pp | 82.1%+10.7pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,712 | $5,316-67.8% | $4,412-61.2% | $4,839-64.6% |
| Participant deferral / active EE | $7,651 | $7,002+9.3% | $6,174+23.9% | $6,342+20.6% |
| Admin fee / account holder | $105 | $11,877-99.1% | $9,806-98.9% | $12,315-99.2% |