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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 | $19,160 | $157,296-87.8% | $141,191-86.4% | $152,897-87.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $5,336 | $5,262+1.4% | $4,736+12.7% | $4,764+12.0% |
| Participant deferral / active EE | $8,912 | $7,111+25.3% | $6,710+32.8% | $5,851+52.3% |
| Admin fee / account holder | $31 | $12,125-99.7% | $10,264-99.7% | $11,599-99.7% |