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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 | $8,624 | $103,038-91.6% | $90,324-90.5% | $152,909-94.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,027 | $3,141-35.5% | $2,856-29.0% | $4,764-57.5% |
| Participant deferral / active EE | $7,962 | $4,282+86.0% | $3,885+104.9% | $5,851+36.1% |
| Admin fee / account holder | $38 | $6,177-99.4% | $5,356-99.3% | $11,601-99.7% |