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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 | $5,392 | $168,636-96.8% | $147,618-96.3% | $125,388-95.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,206 | $6,252-48.7% | $5,565-42.4% | $4,866-34.1% |
| Participant deferral / active EE | $3,137 | $5,507-43.0% | $4,895-35.9% | $5,352-41.4% |
| Admin fee / account holder | $24 | $13,580-99.8% | $11,612-99.8% | $9,541-99.8% |