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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 | $11,861 | $160,059-92.6% | $140,019-91.5% | $135,380-91.2% |
| Participation rate | 90.5% | 88.5%+2.0pp | 87.5%+3.0pp | 82.6%+7.8pp |
| Annual return | 0.00% | 911.48%-911.5pp | 651.17%-651.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,933 | $6,420-54.3% | $5,605-47.7% | $4,779-38.6% |
| Participant deferral / active EE | $6,149 | $7,641-19.5% | $6,927-11.2% | $5,609+9.6% |
| Admin fee / account holder | $75 | $13,328-99.4% | $10,705-99.3% | $10,828-99.3% |