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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 | $11,913 | $154,193-92.3% | $130,045-90.8% | $139,466-91.5% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 0.00% | 32.51%-32.5pp | -137.30%+137.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $3,640 | $5,292-31.2% | $4,321-15.8% | $4,754-23.4% |
| Participant deferral / active EE | $7,588 | $6,709+13.1% | $5,820+30.4% | $6,712+13.0% |
| Admin fee / account holder | $34 | $13,989-99.8% | $10,600-99.7% | $11,409-99.7% |