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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 | $14,125 | $115,814-87.8% | $101,275-86.1% | $158,982-91.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.7pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,809 | $4,176-56.7% | $3,660-50.6% | $4,763-62.0% |
| Participant deferral / active EE | $9,337 | $4,958+88.3% | $4,371+113.6% | $5,983+56.1% |
| Admin fee / account holder | $25 | $7,249-99.7% | $5,948-99.6% | $11,252-99.8% |