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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 | $31,570 | $183,988-82.8% | $162,177-80.5% | $152,897-79.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 0.00% | 150.79%-150.8pp | 115.60%-115.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,816 | $6,370-71.5% | $5,613-67.6% | $4,764-61.9% |
| Participant deferral / active EE | $8,927 | $8,032+11.1% | $7,297+22.3% | $5,851+52.6% |
| Admin fee / account holder | $15 | $13,123-99.9% | $10,843-99.9% | $11,599-99.9% |