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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 | $8,175 | $176,105-95.4% | $159,474-94.9% | $167,536-95.1% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,570 | $5,299-70.4% | $4,831-67.5% | $4,839-67.6% |
| Participant deferral / active EE | $5,687 | $7,751-26.6% | $7,353-22.7% | $6,342-10.3% |
| Admin fee / account holder | $17 | $12,559-99.9% | $10,802-99.8% | $12,315-99.9% |