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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 | $12,781 | $210,698-93.9% | $178,014-92.8% | $145,959-91.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 0.00% | 386.27%-386.3pp | 294.80%-294.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $3,566 | $4,567-21.9% | $3,950-9.7% | $4,661-23.5% |
| Participant deferral / active EE | $9,200 | $6,958+32.2% | $6,276+46.6% | $6,689+37.5% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |