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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 | $6,036 | $175,231-96.6% | $149,696-96.0% | $139,466-95.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 0.00% | 166.77%-166.8pp | 134.46%-134.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,160 | $5,478-60.6% | $4,821-55.2% | $4,754-54.6% |
| Participant deferral / active EE | $2,983 | $6,521-54.3% | $5,682-47.5% | $6,712-55.6% |
| Admin fee / account holder | $281 | $16,155-98.3% | $13,212-97.9% | $11,409-97.5% |