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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 | $7,828 | $202,345-96.1% | $172,755-95.5% | $152,885-94.9% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 0.00% | 1029.77%-1029.8pp | 802.94%-802.9pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,990 | $5,858-66.0% | $5,144-61.3% | $4,763-58.2% |
| Participant deferral / active EE | $4,559 | $5,948-23.4% | $5,198-12.3% | $5,851-22.1% |
| Admin fee / account holder | $4 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |