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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 | $11,101 | $138,076-92.0% | $123,553-91.0% | $135,380-91.8% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,250 | $5,152-75.7% | $4,628-73.0% | $4,779-73.8% |
| Participant deferral / active EE | $8,849 | $6,800+30.1% | $6,426+37.7% | $5,609+57.8% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |