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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 | $12,420 | $180,459-93.1% | $154,108-91.9% | $135,380-90.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,742 | $6,035-54.6% | $5,298-48.2% | $4,779-42.6% |
| Participant deferral / active EE | $8,088 | $5,806+39.3% | $5,081+59.2% | $5,609+44.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |