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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 | $14,525 | $180,459-92.0% | $154,108-90.6% | $135,380-89.3% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $6,424 | $6,035+6.4% | $5,298+21.3% | $4,779+34.4% |
| Participant deferral / active EE | $5,237 | $5,806-9.8% | $5,081+3.1% | $5,609-6.6% |
| Admin fee / account holder | $20 | $16,145-99.9% | $13,411-99.8% | $10,828-99.8% |