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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 | $6,694 | $89,370-92.5% | $141,197-95.3% | $72,976-90.8% |
| Participation rate | 70.4% | 75.1%-4.8pp | 82.5%-12.1pp | 69.5%+0.9pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,657 | $3,115-46.8% | $4,736-65.0% | $2,440-32.1% |
| Participant deferral / active EE | $2,900 | $5,419-46.5% | $6,710-56.8% | $3,608-19.6% |
| Admin fee / account holder | $13 | $5,957-99.8% | $10,265-99.9% | $5,124-99.8% |