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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 | $4,405 | $110,629-96.0% | $80,784-94.5% | $167,553-97.4% |
| Participation rate | 78.3% | 64.0%+14.3pp | 54.2%+24.1pp | 82.1%-3.9pp |
| Annual return | 0.00% | 120.58%-120.6pp | 87.31%-87.3pp | 478.89%-478.9pp |
| Employer contribution / active EE | $967 | $1,543-37.3% | $1,160-16.7% | $4,840-80.0% |
| Participant deferral / active EE | $2,120 | $2,871-26.2% | $2,145-1.2% | $6,343-66.6% |
| Admin fee / account holder | $83 | $4,547-98.2% | $3,380-97.5% | $12,316-99.3% |