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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 | $4,511 | $112,131-96.0% | $95,964-95.3% | $158,982-97.2% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 0.00% | 171.19%-171.2pp | 91.64%-91.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,539 | $3,199-51.9% | $2,541-39.4% | $4,763-67.7% |
| Participant deferral / active EE | $2,549 | $4,784-46.7% | $4,167-38.8% | $5,983-57.4% |
| Admin fee / account holder | $165 | $10,136-98.4% | $6,797-97.6% | $11,252-98.5% |