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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 | $10,092 | $176,120-94.3% | $159,487-93.7% | $167,553-94.0% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,749 | $5,299-67.0% | $4,831-63.8% | $4,840-63.9% |
| Participant deferral / active EE | $7,972 | $7,752+2.8% | $7,354+8.4% | $6,343+25.7% |
| Admin fee / account holder | $29 | $12,561-99.8% | $10,804-99.7% | $12,316-99.8% |