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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 | $5,987 | $180,459-96.7% | $154,108-96.1% | $135,380-95.6% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,274 | $6,035-78.9% | $5,298-76.0% | $4,779-73.3% |
| Participant deferral / active EE | $4,613 | $5,806-20.6% | $5,081-9.2% | $5,609-17.8% |
| Admin fee / account holder | $47 | $16,145-99.7% | $13,411-99.6% | $10,828-99.6% |