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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 | $8,577 | $175,259-95.1% | $149,723-94.3% | $139,487-93.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 0.00% | 166.82%-166.8pp | 134.50%-134.5pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,406 | $5,478-74.3% | $4,821-70.8% | $4,755-70.4% |
| Participant deferral / active EE | $4,900 | $6,522-24.9% | $5,682-13.8% | $6,713-27.0% |
| Admin fee / account holder | $4 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |