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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 | $11,949 | $118,695-89.9% | $98,916-87.9% | $158,950-92.5% |
| Participation rate | 82.4% | 77.8%+4.5pp | 76.0%+6.3pp | 82.0%+0.4pp |
| Annual return | 0.00% | 372.39%-372.4pp | 196.45%-196.4pp | 302.91%-302.9pp |
| Employer contribution / active EE | $8,159 | $3,333+144.8% | $2,689+203.4% | $4,762+71.3% |
| Participant deferral / active EE | $1,351 | $5,088-73.4% | $4,245-68.2% | $5,983-77.4% |
| Admin fee / account holder | $4 | $10,132-100.0% | $6,642-99.9% | $11,248-100.0% |