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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 | $2,962 | $190,862-98.4% | $159,991-98.1% | $134,509-97.8% |
| Participation rate | 92.3% | 82.0%+10.4pp | 78.0%+14.3pp | 81.2%+11.1pp |
| Annual return | 0.00% | 552.59%-552.6pp | 408.82%-408.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,317 | $4,995-73.6% | $4,225-68.8% | $4,741-72.2% |
| Participant deferral / active EE | $2,165 | $6,924-68.7% | $6,183-65.0% | $6,400-66.2% |
| Admin fee / account holder | $197 | $10,495-98.1% | $8,715-97.7% | $11,427-98.3% |