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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 | $12,893 | $138,114-90.7% | $125,391-89.7% | $134,545-90.4% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,556 | $5,246-51.3% | $4,816-46.9% | $4,742-46.1% |
| Participant deferral / active EE | $4,070 | $7,801-47.8% | $7,448-45.4% | $6,401-36.4% |
| Admin fee / account holder | $7 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |