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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 | $6,473 | $93,124-93.0% | $77,100-91.6% | $134,545-95.2% |
| Participation rate | 92.9% | 74.5%+18.4pp | 67.9%+24.9pp | 81.2%+11.6pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,218 | $3,421-5.9% | $2,815+14.3% | $4,742-32.1% |
| Participant deferral / active EE | $3,201 | $5,242-38.9% | $4,430-27.7% | $6,401-50.0% |
| Admin fee / account holder | $8 | $6,970-99.9% | $5,443-99.8% | $11,431-99.9% |