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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 | $12,244 | $202,342-93.9% | $172,752-92.9% | $152,897-92.0% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,106 | $5,858-64.1% | $5,144-59.1% | $4,764-55.8% |
| Participant deferral / active EE | $3,560 | $5,948-40.2% | $5,198-31.5% | $5,851-39.2% |
| Admin fee / account holder | $64 | $17,111-99.6% | $13,955-99.5% | $11,599-99.4% |