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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 | $11,316 | $78,707-85.6% | $117,861-90.4% | $70,126-83.9% |
| Participation rate | 92.6% | 73.2%+19.4pp | 79.7%+12.9pp | 69.5%+23.1pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $3,106 | $2,223+39.7% | $3,786-18.0% | $2,343+32.6% |
| Participant deferral / active EE | $7,190 | $3,297+118.1% | $4,482+60.4% | $3,332+115.8% |
| Admin fee / account holder | $243 | $5,066-95.2% | $8,021-97.0% | $4,645-94.8% |