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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 | $9,463 | $183,516-94.8% | $155,534-93.9% | $145,884-93.5% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 0.00% | 61.43%-61.4pp | 64.92%-64.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,595 | $5,315-70.0% | $4,675-65.9% | $4,662-65.8% |
| Participant deferral / active EE | $5,175 | $6,467-20.0% | $5,630-8.1% | $6,690-22.6% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |