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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 | $14,822 | $157,296-90.6% | $141,191-89.5% | $152,897-90.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,088 | $5,262-60.3% | $4,736-55.9% | $4,764-56.2% |
| Participant deferral / active EE | $8,793 | $7,111+23.7% | $6,710+31.0% | $5,851+50.3% |
| Admin fee / account holder | $19 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |