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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 | $12,771 | $160,059-92.0% | $140,019-90.9% | $135,382-90.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,880 | $6,420-70.7% | $5,605-66.5% | $4,779-60.7% |
| Participant deferral / active EE | $8,670 | $7,641+13.5% | $6,927+25.2% | $5,609+54.6% |
| Admin fee / account holder | $9 | $13,328-99.9% | $10,705-99.9% | $10,829-99.9% |