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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 | $15,219 | $106,918-85.8% | $84,021-81.9% | $152,897-90.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 0.00% | 105.01%-105.0pp | 71.32%-71.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,505 | $2,735-45.0% | $1,984-24.1% | $4,764-68.4% |
| Participant deferral / active EE | $4,058 | $4,012+1.1% | $3,239+25.3% | $5,851-30.7% |
| Admin fee / account holder | $9 | $8,288-99.9% | $6,102-99.8% | $11,599-99.9% |