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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 | $5,762 | $148,582-96.1% | $135,942-95.8% | $139,456-95.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,213 | $5,245-57.8% | $4,858-54.4% | $4,753-53.4% |
| Participant deferral / active EE | $4,064 | $8,101-49.8% | $7,759-47.6% | $6,711-39.4% |
| Admin fee / account holder | $2 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |