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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 | $7,930 | $197,819-96.0% | $155,789-94.9% | $125,389-93.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 76.1%+11.4pp | 83.2%+4.3pp |
| Annual return | 0.00% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $383 | $4,850-92.1% | $3,839-90.0% | $4,866-92.1% |
| Participant deferral / active EE | $1,687 | $5,631-70.0% | $4,798-64.8% | $5,352-68.5% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |