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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 | $8,030 | $138,078-94.2% | $125,363-93.6% | $134,509-94.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,380 | $5,245-54.6% | $4,815-50.6% | $4,741-49.8% |
| Participant deferral / active EE | $4,279 | $7,800-45.1% | $7,447-42.5% | $6,400-33.2% |
| Admin fee / account holder | $5 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |