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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 | $2,711 | $183,627-98.5% | $155,602-98.3% | $145,978-98.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 61.32%-61.3pp | 64.81%-64.8pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,973 | $5,316-62.9% | $4,675-57.8% | $4,662-57.7% |
| Participant deferral / active EE | $2,074 | $6,466-67.9% | $5,629-63.2% | $6,690-69.0% |
| Admin fee / account holder | $20 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |