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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 | $2,662 | $99,053-97.3% | $88,179-97.0% | $138,895-98.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 0.00% | 78.17%-78.2pp | 64.97%-65.0pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,101 | $2,882-61.8% | $2,549-56.8% | $4,194-73.8% |
| Participant deferral / active EE | $1,607 | $5,225-69.2% | $4,614-65.2% | $6,396-74.9% |
| Admin fee / account holder | $86 | $8,748-99.0% | $7,673-98.9% | $12,562-99.3% |