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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 | $7,064 | $190,862-96.3% | $159,991-95.6% | $134,509-94.7% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | 0.00% | 552.59%-552.6pp | 408.82%-408.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,722 | $4,995-65.5% | $4,225-59.2% | $4,741-63.7% |
| Participant deferral / active EE | $3,348 | $6,924-51.6% | $6,183-45.8% | $6,400-47.7% |
| Admin fee / account holder | $5 | $10,495-99.9% | $8,715-99.9% | $11,427-100.0% |