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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 | $3,994 | $148,623-97.3% | $135,974-97.1% | $139,466-97.1% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.1pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,892 | $5,246-63.9% | $4,859-61.1% | $4,754-60.2% |
| Participant deferral / active EE | $2,797 | $8,103-65.5% | $7,760-64.0% | $6,712-58.3% |
| Admin fee / account holder | $210 | $12,406-98.3% | $10,767-98.1% | $11,409-98.2% |