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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 | $20,188 | $185,905-89.1% | $170,057-88.1% | $139,487-85.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 0.00% | 60.56%-60.6pp | 53.42%-53.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $9,705 | $7,597+27.8% | $6,790+42.9% | $4,755+104.1% |
| Participant deferral / active EE | $5,078 | $11,627-56.3% | $10,411-51.2% | $6,713-24.4% |
| Admin fee / account holder | $98 | $15,397-99.4% | $12,826-99.2% | $11,407-99.1% |