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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 | $12,949 | $165,399-92.2% | $149,745-91.4% | $158,982-91.9% |
| Participation rate | 79.2% | 84.6%-5.4pp | 82.5%-3.3pp | 82.0%-2.8pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,435 | $5,105-52.3% | $4,646-47.6% | $4,763-48.9% |
| Participant deferral / active EE | $6,596 | $7,183-8.2% | $6,843-3.6% | $5,983+10.2% |
| Admin fee / account holder | $29 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |