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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 | $7,510 | $176,077-95.7% | $159,455-95.3% | $167,518-95.5% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,024 | $5,298-61.8% | $4,830-58.1% | $4,838-58.2% |
| Participant deferral / active EE | $5,301 | $7,751-31.6% | $7,353-27.9% | $6,342-16.4% |
| Admin fee / account holder | $59 | $12,556-99.5% | $10,800-99.5% | $12,312-99.5% |