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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 | $8,563 | $103,038-91.7% | $90,324-90.5% | $152,909-94.4% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,347 | $3,141-25.3% | $2,856-17.8% | $4,764-50.7% |
| Participant deferral / active EE | $5,515 | $4,282+28.8% | $3,885+41.9% | $5,851-5.8% |
| Admin fee / account holder | $157 | $6,177-97.5% | $5,356-97.1% | $11,601-98.7% |