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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 | $15,641 | $135,645-88.5% | $110,243-85.8% | $135,379-88.4% |
| Participation rate | 90.9% | 83.5%+7.4pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,821 | $4,907-42.5% | $3,827-26.3% | $4,779-41.0% |
| Participant deferral / active EE | $4,153 | $5,507-24.6% | $4,672-11.1% | $5,609-25.9% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |