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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 | $3,172 | $103,008-96.9% | $90,304-96.5% | $152,897-97.9% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $849 | $3,139-73.0% | $2,855-70.3% | $4,764-82.2% |
| Participant deferral / active EE | $1,112 | $4,281-74.0% | $3,885-71.4% | $5,851-81.0% |
| Admin fee / account holder | $19 | $6,175-99.7% | $5,354-99.7% | $11,599-99.8% |