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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 | $8,869 | $157,296-94.4% | $141,191-93.7% | $152,897-94.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,939 | $5,262-63.2% | $4,736-59.1% | $4,764-59.3% |
| Participant deferral / active EE | $4,068 | $7,111-42.8% | $6,710-39.4% | $5,851-30.5% |
| Admin fee / account holder | $12 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |