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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 | $8,888 | $175,257-94.9% | $149,717-94.1% | $139,456-93.6% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 0.00% | 166.70%-166.7pp | 134.41%-134.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,483 | $5,477-72.9% | $4,820-69.2% | $4,753-68.8% |
| Participant deferral / active EE | $2,016 | $6,521-69.1% | $5,682-64.5% | $6,711-70.0% |
| Admin fee / account holder | $292 | $16,156-98.2% | $13,213-97.8% | $11,407-97.4% |