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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 | $8,059 | $226,105-96.4% | $182,540-95.6% | $152,897-94.7% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.0%+14.9pp | 82.5%+10.4pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $876 | $4,978-82.4% | $4,076-78.5% | $4,764-81.6% |
| Participant deferral / active EE | $6,287 | $6,370-1.3% | $5,525+13.8% | $5,851+7.5% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |