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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 | $3,000 | $121,701-97.5% | $104,639-97.1% | $158,982-98.1% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 0.00% | 465.72%-465.7pp | 340.67%-340.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,085 | $3,165-65.7% | $2,682-59.5% | $4,763-77.2% |
| Participant deferral / active EE | $1,100 | $4,176-73.7% | $3,738-70.6% | $5,983-81.6% |
| Admin fee / account holder | $5 | $7,778-99.9% | $6,465-99.9% | $11,252-100.0% |