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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 | $5,599 | $138,114-95.9% | $125,391-95.5% | $134,545-95.8% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+10.9pp | 81.2%+12.1pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,095 | $5,246-79.1% | $4,816-77.3% | $4,742-76.9% |
| Participant deferral / active EE | $5,239 | $7,801-32.8% | $7,448-29.7% | $6,401-18.2% |
| Admin fee / account holder | $35 | $11,570-99.7% | $10,009-99.6% | $11,431-99.7% |