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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 | $8,455 | $124,346-93.2% | $111,308-92.4% | $167,536-95.0% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 0.00% | 37.45%-37.5pp | 54.67%-54.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,959 | $3,437-13.9% | $2,732+8.3% | $4,839-38.9% |
| Participant deferral / active EE | $6,428 | $5,182+24.0% | $4,487+43.2% | $6,342+1.3% |
| Admin fee / account holder | $4 | $10,621-100.0% | $7,965-99.9% | $12,315-100.0% |