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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 | $7,515 | $115,814-93.5% | $101,275-92.6% | $158,982-95.3% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,081 | $4,176-50.2% | $3,660-43.2% | $4,763-56.3% |
| Participant deferral / active EE | $3,342 | $4,958-32.6% | $4,371-23.5% | $5,983-44.2% |
| Admin fee / account holder | $35 | $7,249-99.5% | $5,948-99.4% | $11,252-99.7% |