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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 | $4,531 | $138,114-96.7% | $125,391-96.4% | $134,545-96.6% |
| Participation rate | 79.2% | 84.5%-5.3pp | 82.4%-3.2pp | 81.2%-2.1pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,126 | $5,246-59.5% | $4,816-55.9% | $4,742-55.2% |
| Participant deferral / active EE | $4,185 | $7,801-46.4% | $7,448-43.8% | $6,401-34.6% |
| Admin fee / account holder | $162 | $11,570-98.6% | $10,009-98.4% | $11,431-98.6% |