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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 | $14,537 | $152,619-90.5% | $125,195-88.4% | $152,909-90.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $8,641 | $4,947+74.7% | $3,866+123.5% | $4,764+81.4% |
| Participant deferral / active EE | $5,647 | $5,869-3.8% | $4,937+14.4% | $5,851-3.5% |
| Admin fee / account holder | $15 | $13,437-99.9% | $9,704-99.8% | $11,601-99.9% |