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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 | $13,441 | $138,076-90.3% | $123,553-89.1% | $135,380-90.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $4,404 | $5,152-14.5% | $4,628-4.8% | $4,779-7.8% |
| Participant deferral / active EE | $8,306 | $6,800+22.2% | $6,426+29.3% | $5,609+48.1% |
| Admin fee / account holder | $74 | $10,917-99.3% | $9,284-99.2% | $10,828-99.3% |