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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 | $721 | $176,402-99.6% | $134,162-99.5% | $158,966-99.5% |
| Participation rate | 71.4% | 78.7%-7.3pp | 72.2%-0.8pp | 82.0%-10.5pp |
| Annual return | 0.00% | 63.66%-63.7pp | 36.35%-36.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $394 | $5,042-92.2% | $3,705-89.4% | $4,762-91.7% |
| Participant deferral / active EE | $504 | $4,093-87.7% | $3,500-85.6% | $5,983-91.6% |
| Admin fee / account holder | $131 | $8,719-98.5% | $6,685-98.0% | $11,250-98.8% |