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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 | $4,770 | $138,102-96.5% | $125,381-96.2% | $134,532-96.5% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,529 | $5,245-51.8% | $4,815-47.5% | $4,741-46.7% |
| Participant deferral / active EE | $3,790 | $7,801-51.4% | $7,448-49.1% | $6,401-40.8% |
| Admin fee / account holder | $35 | $11,568-99.7% | $10,007-99.6% | $11,429-99.7% |