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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 | $23,602 | $217,432-89.1% | $185,849-87.3% | $167,536-85.9% |
| Participation rate | 81.8% | 86.1%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,891 | $5,875-67.8% | $5,169-63.4% | $4,839-60.9% |
| Participant deferral / active EE | $6,856 | $6,357+7.8% | $5,569+23.1% | $6,342+8.1% |
| Admin fee / account holder | $14 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |