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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 | $8,338 | $190,916-95.6% | $160,037-94.8% | $134,545-93.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | 552.79%-552.8pp | 408.95%-409.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,512 | $4,996-29.7% | $4,226-16.9% | $4,742-25.9% |
| Participant deferral / active EE | $5,248 | $6,925-24.2% | $6,184-15.1% | $6,401-18.0% |
| Admin fee / account holder | $75 | $10,497-99.3% | $8,716-99.1% | $11,431-99.3% |