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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 | $9,166 | $217,427-95.8% | $185,837-95.1% | $167,518-94.5% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 0.00% | 148.39%-148.4pp | 122.08%-122.1pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,296 | $5,874-60.9% | $5,168-55.6% | $4,838-52.5% |
| Participant deferral / active EE | $8,799 | $6,357+38.4% | $5,568+58.0% | $6,342+38.7% |
| Admin fee / account holder | $23 | $19,816-99.9% | $16,241-99.9% | $12,312-99.8% |