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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 | $4,771 | $232,540-97.9% | $185,117-97.4% | $147,586-96.8% |
| Participation rate | 82.4% | 82.4%0pp | 77.3%+5.1pp | 82.8%-0.5pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,049 | $5,195-79.8% | $4,182-74.9% | $4,876-78.5% |
| Participant deferral / active EE | $3,099 | $5,834-46.9% | $5,045-38.6% | $5,439-43.0% |
| Admin fee / account holder | $12 | $10,275-99.9% | $8,159-99.9% | $10,886-99.9% |