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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 | $5,750 | $105,145-94.5% | $94,664-93.9% | $139,466-95.9% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 0.00% | 38.09%-38.1pp | 156.84%-156.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,984 | $4,107-27.3% | $3,673-18.8% | $4,754-37.2% |
| Participant deferral / active EE | $3,845 | $7,599-49.4% | $7,417-48.2% | $6,712-42.7% |
| Admin fee / account holder | $243 | $8,972-97.3% | $7,222-96.6% | $11,409-97.9% |