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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 | $13,574 | $138,078-90.2% | $125,363-89.2% | $134,509-89.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $3,662 | $5,245-30.2% | $4,815-23.9% | $4,741-22.8% |
| Participant deferral / active EE | $8,251 | $7,800+5.8% | $7,447+10.8% | $6,400+28.9% |
| Admin fee / account holder | $156 | $11,566-98.6% | $10,005-98.4% | $11,427-98.6% |