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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 | $10,358 | $138,075-92.5% | $123,552-91.6% | $135,379-92.3% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,709 | $5,152-47.4% | $4,628-41.5% | $4,779-43.3% |
| Participant deferral / active EE | $6,575 | $6,800-3.3% | $6,426+2.3% | $5,609+17.2% |
| Admin fee / account holder | $144 | $10,917-98.7% | $9,285-98.5% | $10,828-98.7% |