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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 | $7,327 | $99,652-92.6% | $78,778-90.7% | $147,586-95.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $801 | $2,796-71.3% | $1,986-59.6% | $4,876-83.6% |
| Participant deferral / active EE | $5,153 | $3,664+40.6% | $2,958+74.2% | $5,439-5.3% |
| Admin fee / account holder | $156 | $7,155-97.8% | $5,134-97.0% | $10,886-98.6% |