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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 | $6,692 | $157,304-95.7% | $141,197-95.3% | $152,909-95.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,785 | $5,263-47.1% | $4,736-41.2% | $4,764-41.5% |
| Participant deferral / active EE | $6,806 | $7,111-4.3% | $6,710+1.4% | $5,851+16.3% |
| Admin fee / account holder | $178 | $12,126-98.5% | $10,265-98.3% | $11,601-98.5% |