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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 | $7,718 | $209,422-96.3% | $178,503-95.7% | $158,982-95.1% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,321 | $5,707-59.3% | $5,011-53.7% | $4,763-51.3% |
| Participant deferral / active EE | $4,259 | $5,955-28.5% | $5,202-18.1% | $5,983-28.8% |
| Admin fee / account holder | $198 | $17,079-98.8% | $13,987-98.6% | $11,252-98.2% |