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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 | $7,077 | $202,460-96.5% | $169,385-95.8% | $139,456-94.9% |
| Participation rate | 93.3% | 81.1%+12.2pp | 77.2%+16.2pp | 80.3%+13.0pp |
| Annual return | 0.00% | 532.07%-532.1pp | 405.82%-405.8pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,193 | $6,938-10.7% | $6,221-0.4% | $6,711-7.7% |
| Admin fee / account holder | $5 | $10,719-100.0% | $9,011-99.9% | $11,407-100.0% |