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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 | $7,529 | $148,582-94.9% | $135,942-94.5% | $139,456-94.6% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,450 | $5,245-53.3% | $4,858-49.6% | $4,753-48.5% |
| Participant deferral / active EE | $6,018 | $8,101-25.7% | $7,759-22.4% | $6,711-10.3% |
| Admin fee / account holder | $24 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |