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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 | $15,467 | $115,814-86.6% | $101,275-84.7% | $158,982-90.3% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,370 | $4,176-19.3% | $3,660-7.9% | $4,763-29.2% |
| Participant deferral / active EE | $9,024 | $4,958+82.0% | $4,371+106.5% | $5,983+50.8% |
| Admin fee / account holder | $103 | $7,249-98.6% | $5,948-98.3% | $11,252-99.1% |