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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 | $13,486 | $150,445-91.0% | $136,297-90.1% | $147,585-90.9% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 0.00% | 1049.14%-1049.1pp | 5156.16%-5156.2pp | 578.57%-578.6pp |
| Employer contribution / active EE | $4,689 | $5,256-10.8% | $4,696-0.1% | $4,876-3.9% |
| Participant deferral / active EE | $6,335 | $6,631-4.5% | $6,247+1.4% | $5,439+16.5% |
| Admin fee / account holder | $176 | $10,906-98.4% | $9,244-98.1% | $10,885-98.4% |