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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 | $3,961 | $85,171-95.3% | $172,752-97.7% | $72,975-94.6% |
| Participation rate | 82.8% | 70.1%+12.7pp | 82.6%+0.1pp | 69.5%+13.3pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.97%-803.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,126 | $3,260-4.1% | $5,198-39.9% | $3,608-13.3% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |