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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 | $12,191 | $105,198-88.4% | $159,455-92.4% | $85,856-85.8% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.8%+9.2pp | 69.3%+22.7pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.63%-263.6pp | 318.58%-318.6pp |
| Employer contribution / active EE | $1,437 | $3,319-56.7% | $4,830-70.2% | $2,565-44.0% |
| Participant deferral / active EE | $3,268 | $5,946-45.0% | $7,353-55.6% | $3,952-17.3% |
| Admin fee / account holder | $168 | $6,934-97.6% | $10,800-98.4% | $6,261-97.3% |