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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 | $8,113 | $121,701-93.3% | $104,639-92.2% | $158,982-94.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 465.72%-465.7pp | 340.67%-340.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,132 | $3,165-1.0% | $2,682+16.8% | $4,763-34.2% |
| Participant deferral / active EE | $4,640 | $4,176+11.1% | $3,738+24.1% | $5,983-22.5% |
| Admin fee / account holder | $18 | $7,778-99.8% | $6,465-99.7% | $11,252-99.8% |