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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 | $6,496 | $138,102-95.3% | $125,381-94.8% | $134,532-95.2% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,524 | $5,245-51.9% | $4,815-47.6% | $4,741-46.8% |
| Participant deferral / active EE | $3,343 | $7,801-57.1% | $7,448-55.1% | $6,401-47.8% |
| Admin fee / account holder | $14 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |