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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 | $4,445 | $180,466-97.5% | $154,114-97.1% | $135,382-96.7% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | 0.00% | 888.15%-888.2pp | 735.16%-735.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,347 | $6,035-77.7% | $5,298-74.6% | $4,779-71.8% |
| Participant deferral / active EE | $3,218 | $5,806-44.6% | $5,081-36.7% | $5,609-42.6% |
| Admin fee / account holder | $45 | $16,144-99.7% | $13,411-99.7% | $10,829-99.6% |