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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 | $7,832 | $176,120-95.6% | $159,487-95.1% | $167,553-95.3% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,293 | $5,299-75.6% | $4,831-73.2% | $4,840-73.3% |
| Participant deferral / active EE | $5,029 | $7,752-35.1% | $7,354-31.6% | $6,343-20.7% |
| Admin fee / account holder | $82 | $12,561-99.3% | $10,804-99.2% | $12,316-99.3% |