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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 | $3,755 | $209,422-98.2% | $178,503-97.9% | $158,982-97.6% |
| Participation rate | 94.7% | 86.4%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,204 | $5,707-78.9% | $5,011-76.0% | $4,763-74.7% |
| Participant deferral / active EE | $2,685 | $5,955-54.9% | $5,202-48.4% | $5,983-55.1% |
| Admin fee / account holder | $53 | $17,079-99.7% | $13,987-99.6% | $11,252-99.5% |