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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 | $7,203 | $227,597-96.8% | $189,575-96.2% | $167,536-95.7% |
| Participation rate | 81.8% | 82.5%-0.7pp | 78.4%+3.4pp | 82.1%-0.3pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,108 | $5,316-79.2% | $4,412-74.9% | $4,839-77.1% |
| Participant deferral / active EE | $4,298 | $7,002-38.6% | $6,174-30.4% | $6,342-32.2% |
| Admin fee / account holder | $14 | $11,877-99.9% | $9,806-99.9% | $12,315-99.9% |