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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 | $3,634 | $138,075-97.4% | $123,552-97.1% | $135,379-97.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,240 | $5,152-75.9% | $4,628-73.2% | $4,779-74.1% |
| Participant deferral / active EE | $3,432 | $6,800-49.5% | $6,426-46.6% | $5,609-38.8% |
| Admin fee / account holder | $120 | $10,917-98.9% | $9,285-98.7% | $10,828-98.9% |