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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 | $3,765 | $138,078-97.3% | $125,363-97.0% | $134,509-97.2% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,179 | $5,245-77.5% | $4,815-75.5% | $4,741-75.1% |
| Participant deferral / active EE | $2,743 | $7,800-64.8% | $7,447-63.2% | $6,400-57.1% |
| Admin fee / account holder | $5 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |