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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 | $4,974 | $217,432-97.7% | $185,851-97.3% | $167,553-97.0% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,452 | $5,874-75.3% | $5,168-71.9% | $4,840-70.0% |
| Participant deferral / active EE | $2,428 | $6,357-61.8% | $5,569-56.4% | $6,343-61.7% |
| Admin fee / account holder | $2 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |