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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 | $7,864 | $168,635-95.3% | $147,617-94.7% | $125,389-93.7% |
| Participation rate | 82.4% | 88.8%-6.4pp | 84.6%-2.3pp | 83.2%-0.8pp |
| Annual return | 0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,961 | $6,252-52.6% | $5,564-46.8% | $4,866-39.1% |
| Participant deferral / active EE | $3,686 | $5,507-33.1% | $4,895-24.7% | $5,352-31.1% |
| Admin fee / account holder | $32 | $13,580-99.8% | $11,612-99.7% | $9,541-99.7% |