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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 | $15,334 | $118,875-87.1% | $96,572-84.1% | $167,553-90.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $7,918 | $3,121+153.7% | $2,357+235.9% | $4,840+63.6% |
| Participant deferral / active EE | $8,554 | $4,617+85.3% | $3,850+122.2% | $6,343+34.9% |
| Admin fee / account holder | $92 | $8,070-98.9% | $6,183-98.5% | $12,316-99.3% |