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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 | $4,144 | $102,429-96.0% | $147,096-97.2% | $80,925-94.9% |
| Participation rate | 82.1% | 75.9%+6.3pp | 82.2%0pp | 67.7%+14.5pp |
| Annual return | 0.00% | 135.02%-135.0pp | 419.75%-419.7pp | 35.65%-35.6pp |
| Employer contribution / active EE | $939 | $3,716-74.7% | $4,936-81.0% | $2,756-66.0% |
| Participant deferral / active EE | $2,657 | $6,649-60.0% | $8,071-67.1% | $4,299-38.2% |
| Admin fee / account holder | $58 | $7,957-99.3% | $13,005-99.6% | $6,940-99.2% |