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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 | $12,764 | $226,046-94.4% | $182,508-93.0% | $152,870-91.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 0.00% | 192.52%-192.5pp | 148.54%-148.5pp | 345.34%-345.3pp |
| Employer contribution / active EE | $865 | $4,977-82.6% | $4,075-78.8% | $4,763-81.8% |
| Participant deferral / active EE | $9,229 | $6,368+44.9% | $5,525+67.0% | $5,850+57.7% |
| Admin fee / account holder | $2 | $10,704-100.0% | $8,592-100.0% | $11,597-100.0% |