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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 | $3,351 | $190,862-98.2% | $159,991-97.9% | $134,509-97.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | 0.00% | 552.59%-552.6pp | 408.82%-408.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $965 | $4,995-80.7% | $4,225-77.2% | $4,741-79.6% |
| Participant deferral / active EE | $1,528 | $6,924-77.9% | $6,183-75.3% | $6,400-76.1% |
| Admin fee / account holder | $1 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |