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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 | $5,489 | $138,078-96.0% | $125,363-95.6% | $134,509-95.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,464 | $5,245-72.1% | $4,815-69.6% | $4,741-69.1% |
| Participant deferral / active EE | $3,432 | $7,800-56.0% | $7,447-53.9% | $6,400-46.4% |
| Admin fee / account holder | $12 | $11,566-99.9% | $10,005-99.9% | $11,427-99.9% |