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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 | $12,929 | $97,732-86.8% | $83,831-84.6% | $135,380-90.4% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,957 | $4,222-53.7% | $3,631-46.1% | $4,779-59.1% |
| Participant deferral / active EE | $8,525 | $4,683+82.1% | $4,082+108.8% | $5,609+52.0% |
| Admin fee / account holder | $185 | $6,675-97.2% | $5,479-96.6% | $10,828-98.3% |