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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 | $2,906 | $115,810-97.5% | $101,271-97.1% | $158,966-98.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,331 | $4,175-68.1% | $3,660-63.6% | $4,762-72.0% |
| Participant deferral / active EE | $1,558 | $4,958-68.6% | $4,371-64.3% | $5,983-74.0% |
| Admin fee / account holder | $13 | $7,248-99.8% | $5,948-99.8% | $11,250-99.9% |