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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 | $10,797 | $121,656-91.1% | $104,614-89.7% | $158,950-93.2% |
| Participation rate | 91.3% | 77.5%+13.8pp | 74.1%+17.2pp | 82.0%+9.3pp |
| Annual return | 0.00% | 465.51%-465.5pp | 340.56%-340.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $3,677 | $3,164+16.2% | $2,681+37.2% | $4,762-22.8% |
| Participant deferral / active EE | $5,902 | $4,177+41.3% | $3,739+57.8% | $5,983-1.3% |
| Admin fee / account holder | $97 | $7,775-98.7% | $6,464-98.5% | $11,248-99.1% |