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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 | $3,918 | $190,916-97.9% | $160,037-97.6% | $134,545-97.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | 0.00% | 552.79%-552.8pp | 408.95%-409.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,919 | $4,996-61.6% | $4,226-54.6% | $4,742-59.5% |
| Participant deferral / active EE | $2,492 | $6,925-64.0% | $6,184-59.7% | $6,401-61.1% |
| Admin fee / account holder | $2 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |