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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 | $5,091 | $160,059-96.8% | $140,019-96.4% | $135,382-96.2% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $2,385 | $6,420-62.8% | $5,605-57.5% | $4,779-50.1% |
| Participant deferral / active EE | $4,027 | $7,641-47.3% | $6,927-41.9% | $5,609-28.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |