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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 | $13,812 | $121,677-88.6% | $104,625-86.8% | $158,966-91.3% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 0.00% | 465.58%-465.6pp | 340.60%-340.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $7,631 | $3,165+141.1% | $2,681+184.6% | $4,762+60.2% |
| Participant deferral / active EE | $3,743 | $4,175-10.3% | $3,738+0.2% | $5,983-37.4% |
| Admin fee / account holder | $6 | $7,777-99.9% | $6,465-99.9% | $11,250-99.9% |