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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 | $6,206 | $138,114-95.5% | $125,391-95.1% | $134,545-95.4% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,817 | $5,246-46.3% | $4,816-41.5% | $4,742-40.6% |
| Participant deferral / active EE | $3,516 | $7,801-54.9% | $7,448-52.8% | $6,401-45.1% |
| Admin fee / account holder | $18 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |