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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 | $3,722 | $168,636-97.8% | $147,617-97.5% | $125,393-97.0% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.23%-282.2pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,964 | $5,507-46.2% | $4,895-39.4% | $5,351-44.6% |
| Admin fee / account holder | $60 | $13,580-99.6% | $11,611-99.5% | $9,541-99.4% |