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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 | $7,277 | $209,422-96.5% | $178,503-95.9% | $158,982-95.4% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,680 | $5,707-70.6% | $5,011-66.5% | $4,763-64.7% |
| Participant deferral / active EE | $3,672 | $5,955-38.3% | $5,202-29.4% | $5,983-38.6% |
| Admin fee / account holder | $40 | $17,079-99.8% | $13,987-99.7% | $11,252-99.6% |