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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 | $3,666 | $93,098-96.1% | $77,081-95.2% | $134,509-97.3% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | 0.00% | 62.63%-62.6pp | 42.33%-42.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,113 | $3,419-67.4% | $2,813-60.4% | $4,741-76.5% |
| Participant deferral / active EE | $1,810 | $5,239-65.5% | $4,428-59.1% | $6,400-71.7% |
| Admin fee / account holder | $15 | $6,945-99.8% | $5,427-99.7% | $11,427-99.9% |