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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 | $7,599 | $138,114-94.5% | $125,391-93.9% | $134,545-94.4% |
| Participation rate | 95.2% | 84.5%+10.7pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,896 | $5,246-63.9% | $4,816-60.6% | $4,742-60.0% |
| Participant deferral / active EE | $6,697 | $7,801-14.2% | $7,448-10.1% | $6,401+4.6% |
| Admin fee / account holder | $9 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |