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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 | $4,473 | $107,363-95.8% | $92,909-95.2% | $152,897-97.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,459 | $4,222-65.4% | $3,653-60.1% | $4,764-69.4% |
| Participant deferral / active EE | $2,851 | $4,848-41.2% | $4,238-32.7% | $5,851-51.3% |
| Admin fee / account holder | $5 | $7,082-99.9% | $5,795-99.9% | $11,599-100.0% |