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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 | $4,323 | $88,603-95.1% | $69,890-93.8% | $134,545-96.8% |
| Participation rate | 85.0% | 74.9%+10.1pp | 70.5%+14.5pp | 81.2%+3.8pp |
| Annual return | 0.00% | 442.93%-442.9pp | 190.84%-190.8pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,530 | $3,236-21.8% | $2,560-1.2% | $4,742-46.6% |
| Participant deferral / active EE | $2,044 | $4,771-57.2% | $3,848-46.9% | $6,401-68.1% |
| Admin fee / account holder | $24 | $10,443-99.8% | $6,267-99.6% | $11,431-99.8% |