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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 | $6,212 | $102,638-93.9% | $81,982-92.4% | $158,982-96.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,271 | $3,241-29.9% | $2,498-9.1% | $4,763-52.3% |
| Participant deferral / active EE | $3,231 | $4,649-30.5% | $3,722-13.2% | $5,983-46.0% |
| Admin fee / account holder | $15 | $8,237-99.8% | $5,665-99.7% | $11,252-99.9% |