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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 | $4,227 | $152,542-97.2% | $117,498-96.4% | $134,509-96.9% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | 0.00% | 53.02%-53.0pp | 29.75%-29.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,544 | $5,574-72.3% | $4,178-63.0% | $4,741-67.4% |
| Participant deferral / active EE | $2,067 | $4,819-57.1% | $4,071-49.2% | $6,400-67.7% |
| Admin fee / account holder | $75 | $7,006-98.9% | $5,646-98.7% | $11,427-99.3% |