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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 | $4,080 | $60,139-93.2% | $90,461-95.5% | $79,856-94.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | 71.96%-72.0pp | 1294.76%-1294.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $969 | $2,069-53.1% | $3,264-70.3% | $2,471-60.8% |
| Participant deferral / active EE | $2,954 | $2,939+0.5% | $3,964-25.5% | $3,741-21.0% |
| Admin fee / account holder | $47 | $3,978-98.8% | $5,617-99.2% | $5,306-99.1% |