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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 | $9,644 | $106,918-91.0% | $84,021-88.5% | $152,897-93.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 0.00% | 105.01%-105.0pp | 71.32%-71.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,361 | $2,735-50.3% | $1,984-31.4% | $4,764-71.4% |
| Participant deferral / active EE | $5,335 | $4,012+33.0% | $3,239+64.7% | $5,851-8.8% |
| Admin fee / account holder | $29 | $8,288-99.7% | $6,102-99.5% | $11,599-99.8% |