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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 | $4,103 | $226,105-98.2% | $182,540-97.8% | $152,897-97.3% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.0%+8.7pp | 82.5%+4.2pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,183 | $4,978-56.1% | $4,076-46.4% | $4,764-54.2% |
| Participant deferral / active EE | $1,608 | $6,370-74.7% | $5,525-70.9% | $5,851-72.5% |
| Admin fee / account holder | $36 | $10,706-99.7% | $8,593-99.6% | $11,599-99.7% |