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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 | $9,283 | $165,381-94.4% | $149,730-93.8% | $158,966-94.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,404 | $5,104-72.5% | $4,645-69.8% | $4,762-70.5% |
| Participant deferral / active EE | $7,400 | $7,182+3.0% | $6,843+8.1% | $5,983+23.7% |
| Admin fee / account holder | $5 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |