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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 | $9,455 | $165,381-94.3% | $149,730-93.7% | $158,966-94.1% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $9,770 | $5,104+91.4% | $4,645+110.3% | $4,762+105.1% |
| Participant deferral / active EE | $14,471 | $7,182+101.5% | $6,843+111.5% | $5,983+141.9% |
| Admin fee / account holder | $104 | $10,809-99.0% | $9,310-98.9% | $11,250-99.1% |