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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 | $8,908 | $103,038-91.4% | $90,324-90.1% | $152,909-94.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $886 | $3,141-71.8% | $2,856-69.0% | $4,764-81.4% |
| Participant deferral / active EE | $5,749 | $4,282+34.3% | $3,885+48.0% | $5,851-1.7% |
| Admin fee / account holder | $8 | $6,177-99.9% | $5,356-99.9% | $11,601-99.9% |