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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 | $3,981 | $190,862-97.9% | $159,991-97.5% | $134,509-97.0% |
| Participation rate | 77.3% | 82.0%-4.7pp | 78.0%-0.7pp | 81.2%-4.0pp |
| Annual return | 0.00% | 552.59%-552.6pp | 408.82%-408.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,464 | $4,995-70.7% | $4,225-65.3% | $4,741-69.1% |
| Participant deferral / active EE | $2,539 | $6,924-63.3% | $6,183-58.9% | $6,400-60.3% |
| Admin fee / account holder | $46 | $10,495-99.6% | $8,715-99.5% | $11,427-99.6% |