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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 | $6,075 | $202,440-97.0% | $169,390-96.4% | $139,466-95.6% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.2%+10.3pp | 80.3%+7.2pp |
| Annual return | 0.00% | 532.36%-532.4pp | 406.07%-406.1pp | 373.66%-373.7pp |
| Employer contribution / active EE | $872 | $4,693-81.4% | $4,013-78.3% | $4,754-81.7% |
| Participant deferral / active EE | $8,628 | $6,940+24.3% | $6,222+38.7% | $6,712+28.5% |
| Admin fee / account holder | $13 | $10,722-99.9% | $9,015-99.9% | $11,409-99.9% |