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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 | $5,509 | $138,114-96.0% | $125,391-95.6% | $134,545-95.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,696 | $5,246-67.7% | $4,816-64.8% | $4,742-64.2% |
| Participant deferral / active EE | $4,218 | $7,801-45.9% | $7,448-43.4% | $6,401-34.1% |
| Admin fee / account holder | $36 | $11,570-99.7% | $10,009-99.6% | $11,431-99.7% |