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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 | $4,167 | $138,102-97.0% | $125,381-96.7% | $134,532-96.9% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,831 | $5,245-65.1% | $4,815-62.0% | $4,741-61.4% |
| Participant deferral / active EE | $2,547 | $7,801-67.3% | $7,448-65.8% | $6,401-60.2% |
| Admin fee / account holder | $22 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |