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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 | $12,590 | $107,368-88.3% | $92,915-86.5% | $152,909-91.8% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $9,710 | $4,222+130.0% | $3,653+165.8% | $4,764+103.8% |
| Participant deferral / active EE | $7,032 | $4,848+45.0% | $4,238+65.9% | $5,851+20.2% |
| Admin fee / account holder | $14 | $7,082-99.8% | $5,796-99.8% | $11,601-99.9% |