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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 | $9,867 | $209,428-95.3% | $178,498-94.5% | $158,950-93.8% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 0.00% | 188.78%-188.8pp | 151.09%-151.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,244 | $5,707-78.2% | $5,011-75.2% | $4,762-73.9% |
| Participant deferral / active EE | $2,695 | $5,955-54.7% | $5,202-48.2% | $5,983-55.0% |
| Admin fee / account holder | $25 | $17,077-99.9% | $13,985-99.8% | $11,248-99.8% |