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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 | $9,573 | $180,459-94.7% | $154,108-93.8% | $135,380-92.9% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,423 | $6,035-76.4% | $5,298-73.1% | $4,779-70.2% |
| Participant deferral / active EE | $4,691 | $5,806-19.2% | $5,081-7.7% | $5,609-16.4% |
| Admin fee / account holder | $101 | $16,145-99.4% | $13,411-99.2% | $10,828-99.1% |