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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 | $13,903 | $138,114-89.9% | $125,391-88.9% | $134,545-89.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,441 | $5,246-53.5% | $4,816-49.3% | $4,742-48.5% |
| Participant deferral / active EE | $9,478 | $7,801+21.5% | $7,448+27.3% | $6,401+48.1% |
| Admin fee / account holder | $5 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |