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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 | $8,337 | $176,120-95.3% | $159,487-94.8% | $167,553-95.0% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,381 | $5,299-55.1% | $4,831-50.7% | $4,840-50.8% |
| Participant deferral / active EE | $4,361 | $7,752-43.7% | $7,354-40.7% | $6,343-31.2% |
| Admin fee / account holder | $134 | $12,561-98.9% | $10,804-98.8% | $12,316-98.9% |