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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 | $10,865 | $176,105-93.8% | $159,474-93.2% | $167,536-93.5% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,807 | $5,299-65.9% | $4,831-62.6% | $4,839-62.7% |
| Participant deferral / active EE | $8,776 | $7,751+13.2% | $7,353+19.3% | $6,342+38.4% |
| Admin fee / account holder | $3 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |