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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 | $11,581 | $157,296-92.6% | $141,191-91.8% | $152,897-92.4% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,605 | $5,262-69.5% | $4,736-66.1% | $4,764-66.3% |
| Participant deferral / active EE | $4,558 | $7,111-35.9% | $6,710-32.1% | $5,851-22.1% |
| Admin fee / account holder | $15 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |