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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 | $20,561 | $99,652-79.4% | $78,778-73.9% | $147,586-86.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.2%+2.2pp | 82.8%-11.4pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $8,001 | $2,796+186.2% | $1,986+303.0% | $4,876+64.1% |
| Participant deferral / active EE | $6,137 | $3,664+67.5% | $2,958+107.5% | $5,439+12.8% |
| Admin fee / account holder | $43 | $7,155-99.4% | $5,134-99.2% | $10,886-99.6% |