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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 | $13,675 | $138,102-90.1% | $125,381-89.1% | $134,532-89.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,719 | $5,245-48.2% | $4,815-43.5% | $4,741-42.7% |
| Participant deferral / active EE | $7,526 | $7,801-3.5% | $7,448+1.0% | $6,401+17.6% |
| Admin fee / account holder | $5 | $11,568-100.0% | $10,007-99.9% | $11,429-100.0% |