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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 | $8,133 | $133,981-93.9% | $112,249-92.8% | $134,532-94.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $884 | $4,040-78.1% | $3,636-75.7% | $4,741-81.4% |
| Participant deferral / active EE | $7,218 | $5,292+36.4% | $4,729+52.6% | $6,401+12.8% |
| Admin fee / account holder | $2 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |