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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 | $8,131 | $131,835-93.8% | $108,582-92.5% | $273,972-97.0% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 71.55% | -91.57%+163.1pp | -51.70%+123.2pp | 41.46%+30.1pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,386 | $5,127+5.0% | $4,311+24.9% | $5,287+1.9% |
| Admin fee / account holder | $31 | $10,253-99.7% | $7,645-99.6% | $10,133-99.7% |