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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 | $14,106 | $176,120-92.0% | $159,487-91.2% | $167,553-91.6% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,544 | $5,299-70.9% | $4,831-68.0% | $4,840-68.1% |
| Participant deferral / active EE | $10,395 | $7,752+34.1% | $7,354+41.4% | $6,343+63.9% |
| Admin fee / account holder | $53 | $12,561-99.6% | $10,804-99.5% | $12,316-99.6% |