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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 | $5,349 | $109,372-95.1% | $89,414-94.0% | $158,966-96.6% |
| Participation rate | 94.1% | 74.3%+19.8pp | 68.0%+26.1pp | 82.0%+12.2pp |
| Annual return | 0.00% | 345.55%-345.6pp | 245.50%-245.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $5,952 | $3,171+87.7% | $2,586+130.1% | $4,762+25.0% |
| Participant deferral / active EE | $3,288 | $4,598-28.5% | $3,890-15.5% | $5,983-45.0% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |