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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 | $10,576 | $138,076-92.3% | $123,553-91.4% | $135,380-92.2% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,900 | $5,152-63.1% | $4,628-58.9% | $4,779-60.2% |
| Participant deferral / active EE | $8,348 | $6,800+22.8% | $6,426+29.9% | $5,609+48.8% |
| Admin fee / account holder | $34 | $10,917-99.7% | $9,284-99.6% | $10,828-99.7% |