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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 | $3,915 | $93,098-95.8% | $77,081-94.9% | $134,509-97.1% |
| Participation rate | 76.5% | 74.5%+2.0pp | 67.9%+8.6pp | 81.2%-4.8pp |
| Annual return | 0.00% | 62.63%-62.6pp | 42.33%-42.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,031 | $3,419-40.6% | $2,813-27.8% | $4,741-57.2% |
| Participant deferral / active EE | $2,947 | $5,239-43.8% | $4,428-33.4% | $6,400-54.0% |
| Admin fee / account holder | $163 | $6,945-97.6% | $5,427-97.0% | $11,427-98.6% |