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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 | $12,487 | $160,059-92.2% | $140,019-91.1% | $135,379-90.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $3,166 | $6,420-50.7% | $5,605-43.5% | $4,779-33.8% |
| Participant deferral / active EE | $8,599 | $7,641+12.5% | $6,927+24.1% | $5,609+53.3% |
| Admin fee / account holder | $10 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |