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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 | $9,811 | $217,432-95.5% | $185,851-94.7% | $167,553-94.1% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,908 | $5,874-67.5% | $5,168-63.1% | $4,840-60.6% |
| Participant deferral / active EE | $7,255 | $6,357+14.1% | $5,569+30.3% | $6,343+14.4% |
| Admin fee / account holder | $121 | $19,820-99.4% | $16,245-99.3% | $12,316-99.0% |