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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 | $10,950 | $160,028-93.2% | $147,080-92.6% | $145,884-92.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 0.00% | 98.60%-98.6pp | 420.17%-420.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,156 | $5,286-78.1% | $4,933-76.6% | $4,662-75.2% |
| Participant deferral / active EE | $4,093 | $8,422-51.4% | $8,066-49.3% | $6,690-38.8% |
| Admin fee / account holder | $103 | $15,030-99.3% | $12,989-99.2% | $13,392-99.2% |