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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 | $13,016 | $176,105-92.6% | $159,474-91.8% | $167,536-92.2% |
| Participation rate | 91.7% | 85.0%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,571 | $5,299-51.5% | $4,831-46.8% | $4,839-46.9% |
| Participant deferral / active EE | $8,916 | $7,751+15.0% | $7,353+21.3% | $6,342+40.6% |
| Admin fee / account holder | $14 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |