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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 | $19,796 | $197,637-90.0% | $177,848-88.9% | $158,982-87.5% |
| Participation rate | 79.2% | 88.5%-9.4pp | 87.7%-8.6pp | 82.0%-2.8pp |
| Annual return | 0.00% | 58.77%-58.8pp | 48.33%-48.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,574 | $6,698-61.6% | $5,919-56.5% | $4,763-46.0% |
| Participant deferral / active EE | $4,000 | $8,405-52.4% | $7,714-48.2% | $5,983-33.2% |
| Admin fee / account holder | $223 | $15,406-98.6% | $12,431-98.2% | $11,252-98.0% |