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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 | $4,182 | $109,908-96.2% | $97,161-95.7% | $145,978-97.1% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 0.00% | 243.80%-243.8pp | 75.36%-75.4pp | 550.52%-550.5pp |
| Employer contribution / active EE | $772 | $3,077-74.9% | $2,723-71.6% | $4,662-83.4% |
| Participant deferral / active EE | $2,609 | $4,679-44.2% | $4,265-38.8% | $6,690-61.0% |
| Admin fee / account holder | $56 | $6,213-99.1% | $5,647-99.0% | $13,400-99.6% |