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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 | $7,927 | $185,883-95.7% | $170,043-95.3% | $139,466-94.3% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 0.00% | 60.54%-60.5pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,073 | $7,596-72.7% | $6,790-69.5% | $4,754-56.4% |
| Participant deferral / active EE | $4,914 | $11,626-57.7% | $10,410-52.8% | $6,712-26.8% |
| Admin fee / account holder | $208 | $15,393-98.6% | $12,824-98.4% | $11,409-98.2% |