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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 | $175,212-95.1% | $149,682-94.3% | $139,427-93.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 0.00% | 166.63%-166.6pp | 134.35%-134.4pp | 373.27%-373.3pp |
| Employer contribution / active EE | $1,406 | $5,475-74.3% | $4,818-70.8% | $4,752-70.4% |
| Participant deferral / active EE | $4,900 | $6,520-24.8% | $5,681-13.7% | $6,711-27.0% |
| Admin fee / account holder | $4 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |