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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 | $14,101 | $150,447-90.6% | $136,298-89.7% | $147,586-90.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,829 | $5,256-46.2% | $4,696-39.7% | $4,876-42.0% |
| Participant deferral / active EE | $8,698 | $6,631+31.2% | $6,247+39.2% | $5,439+59.9% |
| Admin fee / account holder | $12 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |