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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 | $12,266 | $165,399-92.6% | $149,745-91.8% | $158,982-92.3% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,650 | $5,105-67.7% | $4,646-64.5% | $4,763-65.4% |
| Participant deferral / active EE | $6,936 | $7,183-3.4% | $6,843+1.4% | $5,983+15.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |