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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 | $8,269 | $152,592-94.6% | $125,180-93.4% | $152,885-94.6% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $949 | $4,947-80.8% | $3,866-75.4% | $4,763-80.1% |
| Participant deferral / active EE | $5,909 | $5,868+0.7% | $4,937+19.7% | $5,851+1.0% |
| Admin fee / account holder | $43 | $13,435-99.7% | $9,703-99.6% | $11,598-99.6% |