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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 | $4,534 | $110,629-95.9% | $80,784-94.4% | $167,553-97.3% |
| Participation rate | 88.2% | 64.0%+24.3pp | 54.2%+34.1pp | 82.1%+6.1pp |
| Annual return | 0.00% | 120.58%-120.6pp | 87.31%-87.3pp | 478.89%-478.9pp |
| Employer contribution / active EE | $3,989 | $1,543+158.5% | $1,160+243.8% | $4,840-17.6% |
| Participant deferral / active EE | $1,471 | $2,871-48.8% | $2,145-31.5% | $6,343-76.8% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,316-100.0% |