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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 | $4,876 | $160,059-97.0% | $140,019-96.5% | $135,382-96.4% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,629 | $6,420-74.6% | $5,605-70.9% | $4,779-65.9% |
| Participant deferral / active EE | $3,264 | $7,641-57.3% | $6,927-52.9% | $5,609-41.8% |
| Admin fee / account holder | $44 | $13,328-99.7% | $10,705-99.6% | $10,829-99.6% |