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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 | $10,265 | $180,459-94.3% | $154,108-93.3% | $135,380-92.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,077 | $6,035-65.6% | $5,298-60.8% | $4,779-56.5% |
| Participant deferral / active EE | $6,385 | $5,806+10.0% | $5,081+25.7% | $5,609+13.8% |
| Admin fee / account holder | $92 | $16,145-99.4% | $13,411-99.3% | $10,828-99.2% |