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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 | $14,413 | $115,796-87.6% | $101,264-85.8% | $158,950-90.9% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.91%-302.9pp |
| Employer contribution / active EE | $751 | $4,175-82.0% | $3,660-79.5% | $4,762-84.2% |
| Participant deferral / active EE | $3,839 | $4,958-22.6% | $4,370-12.2% | $5,983-35.8% |
| Admin fee / account holder | $4 | $7,247-99.9% | $5,947-99.9% | $11,248-100.0% |