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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 | $5,983 | $95,975-93.8% | $74,549-92.0% | $135,379-95.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,876 | $2,716-30.9% | $1,961-4.3% | $4,779-60.7% |
| Participant deferral / active EE | $4,600 | $3,844+19.7% | $3,108+48.0% | $5,609-18.0% |
| Admin fee / account holder | $96 | $6,522-98.5% | $5,059-98.1% | $10,828-99.1% |