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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 | $9,087 | $202,342-95.5% | $172,753-94.7% | $152,909-94.1% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.5%-1.2pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,501 | $5,857-74.4% | $5,144-70.8% | $4,764-68.5% |
| Participant deferral / active EE | $5,195 | $5,948-12.7% | $5,1980% | $5,851-11.2% |
| Admin fee / account holder | $12 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |