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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 | $3,795 | $121,701-96.9% | $104,639-96.4% | $158,982-97.6% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.7pp |
| Annual return | 0.00% | 465.72%-465.7pp | 340.67%-340.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,436 | $3,165-54.6% | $2,682-46.5% | $4,763-69.9% |
| Participant deferral / active EE | $1,436 | $4,176-65.6% | $3,738-61.6% | $5,983-76.0% |
| Admin fee / account holder | $156 | $7,778-98.0% | $6,465-97.6% | $11,252-98.6% |