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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 | $8,133 | $209,425-96.1% | $178,499-95.4% | $158,966-94.9% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $3,539 | $5,707-38.0% | $5,011-29.4% | $4,762-25.7% |
| Participant deferral / active EE | $2,099 | $5,955-64.7% | $5,202-59.6% | $5,983-64.9% |
| Admin fee / account holder | $20 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |