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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 | $12,989 | $217,432-94.0% | $185,851-93.0% | $167,553-92.2% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $7,574 | $5,874+28.9% | $5,168+46.5% | $4,840+56.5% |
| Participant deferral / active EE | $3,250 | $6,357-48.9% | $5,569-41.6% | $6,343-48.8% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |