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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 | $8,300 | $165,361-95.0% | $149,715-94.5% | $158,950-94.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 0.00% | 348.24%-348.2pp | 276.66%-276.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,932 | $5,103-42.5% | $4,645-36.9% | $4,762-38.4% |
| Participant deferral / active EE | $4,305 | $7,182-40.1% | $6,842-37.1% | $5,983-28.0% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |