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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 | $7,018 | $138,102-94.9% | $125,381-94.4% | $134,532-94.8% |
| Participation rate | 88.2% | 84.5%+3.7pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,680 | $5,245-68.0% | $4,815-65.1% | $4,741-64.6% |
| Participant deferral / active EE | $3,444 | $7,801-55.8% | $7,448-53.8% | $6,401-46.2% |
| Admin fee / account holder | $15 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |