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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 | $8,198 | $183,516-95.5% | $155,534-94.7% | $145,884-94.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 0.00% | 61.43%-61.4pp | 64.92%-64.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $2,515 | $5,315-52.7% | $4,675-46.2% | $4,662-46.1% |
| Participant deferral / active EE | $3,717 | $6,467-42.5% | $5,630-34.0% | $6,690-44.4% |
| Admin fee / account holder | $10 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |