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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 | $4,614 | $103,000-95.5% | $90,300-94.9% | $152,885-97.0% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 0.00% | 95.19%-95.2pp | 78.11%-78.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $2,144 | $3,138-31.7% | $2,854-24.9% | $4,763-55.0% |
| Participant deferral / active EE | $2,253 | $4,281-47.4% | $3,884-42.0% | $5,851-61.5% |
| Admin fee / account holder | $136 | $6,173-97.8% | $5,353-97.5% | $11,598-98.8% |