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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 | $3,317 | $209,422-98.4% | $178,503-98.1% | $158,982-97.9% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,280 | $5,707-77.6% | $5,011-74.5% | $4,763-73.1% |
| Participant deferral / active EE | $2,206 | $5,955-63.0% | $5,202-57.6% | $5,983-63.1% |
| Admin fee / account holder | $81 | $17,079-99.5% | $13,987-99.4% | $11,252-99.3% |