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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 | $8,775 | $138,076-93.6% | $123,553-92.9% | $135,380-93.5% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $4,158 | $5,152-19.3% | $4,628-10.2% | $4,779-13.0% |
| Participant deferral / active EE | $4,158 | $6,800-38.8% | $6,426-35.3% | $5,609-25.9% |
| Admin fee / account holder | $20 | $10,917-99.8% | $9,284-99.8% | $10,828-99.8% |