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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 | $5,968 | $115,810-94.8% | $101,271-94.1% | $158,966-96.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $908 | $4,175-78.2% | $3,660-75.2% | $4,762-80.9% |
| Participant deferral / active EE | $1,709 | $4,958-65.5% | $4,371-60.9% | $5,983-71.4% |
| Admin fee / account holder | $52 | $7,248-99.3% | $5,948-99.1% | $11,250-99.5% |