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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 | $11,905 | $185,883-93.6% | $170,043-93.0% | $139,466-91.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 0.00% | 60.54%-60.5pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,651 | $7,596-65.1% | $6,790-61.0% | $4,754-44.2% |
| Participant deferral / active EE | $5,595 | $11,626-51.9% | $10,410-46.3% | $6,712-16.6% |
| Admin fee / account holder | $7 | $15,393-100.0% | $12,824-99.9% | $11,409-99.9% |