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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 | $3,917 | $115,814-96.6% | $101,275-96.1% | $158,982-97.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $869 | $4,176-79.2% | $3,660-76.3% | $4,763-81.8% |
| Participant deferral / active EE | $1,832 | $4,958-63.0% | $4,371-58.1% | $5,983-69.4% |
| Admin fee / account holder | $8 | $7,249-99.9% | $5,948-99.9% | $11,252-99.9% |