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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 | $4,537 | $138,076-96.7% | $123,553-96.3% | $135,380-96.6% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $4,025 | $5,152-21.9% | $4,628-13.0% | $4,779-15.8% |
| Participant deferral / active EE | $2,813 | $6,800-58.6% | $6,426-56.2% | $5,609-49.8% |
| Admin fee / account holder | $121 | $10,917-98.9% | $9,284-98.7% | $10,828-98.9% |