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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 | $3,254 | $147,727-97.8% | $115,756-97.2% | $134,545-97.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 73.96%-74.0pp | 143.14%-143.1pp | 418.37%-418.4pp |
| Employer contribution / active EE | $992 | $4,713-79.0% | $3,793-73.8% | $4,742-79.1% |
| Participant deferral / active EE | $2,383 | $7,563-68.5% | $6,254-61.9% | $6,401-62.8% |
| Admin fee / account holder | $15 | $14,571-99.9% | $8,124-99.8% | $11,431-99.9% |