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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 | $9,084 | $157,296-94.2% | $141,191-93.6% | $152,897-94.1% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,513 | $5,262-71.2% | $4,736-68.0% | $4,764-68.2% |
| Participant deferral / active EE | $4,230 | $7,111-40.5% | $6,710-37.0% | $5,851-27.7% |
| Admin fee / account holder | $293 | $12,125-97.6% | $10,264-97.1% | $11,599-97.5% |