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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 | $12,157 | $160,059-92.4% | $140,019-91.3% | $135,380-91.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | 0.00% | 911.48%-911.5pp | 651.17%-651.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $4,085 | $6,420-36.4% | $5,605-27.1% | $4,779-14.5% |
| Participant deferral / active EE | $6,704 | $7,641-12.3% | $6,927-3.2% | $5,609+19.5% |
| Admin fee / account holder | $6 | $13,328-100.0% | $10,705-99.9% | $10,828-99.9% |