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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 | $2,509 | $190,916-98.7% | $160,037-98.4% | $134,545-98.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | 0.00% | 552.79%-552.8pp | 408.95%-409.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,053 | $4,996-78.9% | $4,226-75.1% | $4,742-77.8% |
| Participant deferral / active EE | $1,566 | $6,925-77.4% | $6,184-74.7% | $6,401-75.5% |
| Admin fee / account holder | $9 | $10,497-99.9% | $8,716-99.9% | $11,431-99.9% |