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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 | $10,594 | $138,075-92.3% | $123,552-91.4% | $135,379-92.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $3,754 | $5,152-27.1% | $4,628-18.9% | $4,779-21.4% |
| Participant deferral / active EE | $5,782 | $6,800-15.0% | $6,426-10.0% | $5,609+3.1% |
| Admin fee / account holder | $189 | $10,917-98.3% | $9,285-98.0% | $10,828-98.3% |