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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 | $25,471 | $217,432-88.3% | $185,849-86.3% | $167,536-84.8% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $11,671 | $5,875+98.7% | $5,169+125.8% | $4,839+141.2% |
| Participant deferral / active EE | $7,313 | $6,357+15.0% | $5,569+31.3% | $6,342+15.3% |
| Admin fee / account holder | $65 | $19,818-99.7% | $16,244-99.6% | $12,315-99.5% |