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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 | $13,799 | $135,645-89.8% | $110,243-87.5% | $135,380-89.8% |
| Participation rate | 92.3% | 83.5%+8.8pp | 79.8%+12.5pp | 82.6%+9.7pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $6,755 | $4,907+37.7% | $3,827+76.5% | $4,779+41.3% |
| Participant deferral / active EE | $6,418 | $5,507+16.5% | $4,672+37.4% | $5,609+14.4% |
| Admin fee / account holder | $4 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |