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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 | $21,920 | $202,345-89.2% | $172,755-87.3% | $152,885-85.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 0.00% | 1029.77%-1029.8pp | 802.94%-802.9pp | 345.39%-345.4pp |
| Employer contribution / active EE | $9,081 | $5,858+55.0% | $5,144+76.5% | $4,763+90.7% |
| Participant deferral / active EE | $4,813 | $5,948-19.1% | $5,198-7.4% | $5,851-17.7% |
| Admin fee / account holder | $50 | $17,111-99.7% | $13,955-99.6% | $11,598-99.6% |