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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 | $12,953 | $138,114-90.6% | $125,391-89.7% | $134,545-90.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,783 | $5,246-47.0% | $4,816-42.2% | $4,742-41.3% |
| Participant deferral / active EE | $8,187 | $7,801+4.9% | $7,448+9.9% | $6,401+27.9% |
| Admin fee / account holder | $45 | $11,570-99.6% | $10,009-99.5% | $11,431-99.6% |