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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 | $4,536 | $92,766-95.1% | $82,763-94.5% | $134,545-96.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,249 | $3,273-61.8% | $3,008-58.5% | $4,742-73.7% |
| Participant deferral / active EE | $2,707 | $4,802-43.6% | $4,395-38.4% | $6,401-57.7% |
| Admin fee / account holder | $12 | $5,978-99.8% | $5,325-99.8% | $11,431-99.9% |