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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 | $11,077 | $226,105-95.1% | $182,540-93.9% | $152,897-92.8% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.0%-0.2pp | 82.5%-4.7pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $910 | $4,978-81.7% | $4,076-77.7% | $4,764-80.9% |
| Participant deferral / active EE | $4,670 | $6,370-26.7% | $5,525-15.5% | $5,851-20.2% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |