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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 | $9,751 | $198,457-95.1% | $170,435-94.3% | $147,586-93.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,094 | $6,183-66.1% | $5,432-61.5% | $4,876-57.1% |
| Participant deferral / active EE | $7,646 | $5,629+35.8% | $4,939+54.8% | $5,439+40.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |