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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 | $5,336 | $176,402-97.0% | $134,162-96.0% | $158,982-96.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 63.66%-63.7pp | 36.35%-36.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,775 | $5,042-64.8% | $3,705-52.1% | $4,763-62.7% |
| Participant deferral / active EE | $3,293 | $4,093-19.6% | $3,500-5.9% | $5,983-45.0% |
| Admin fee / account holder | $2 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |