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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 | $5,921 | $166,242-96.4% | $165,071-96.4% | $145,884-95.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 0.00% | 100.44%-100.4pp | 70.17%-70.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,490 | $5,283-71.8% | $4,347-65.7% | $4,662-68.0% |
| Participant deferral / active EE | $3,654 | $6,964-47.5% | $6,035-39.5% | $6,690-45.4% |
| Admin fee / account holder | $10 | $16,658-99.9% | $12,695-99.9% | $13,392-99.9% |