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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 | $4,508 | $67,372-93.3% | $60,906-92.6% | $134,532-96.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 50.05%-50.0pp | 16.94%-16.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,294 | $3,099-26.0% | $2,703-15.1% | $4,741-51.6% |
| Participant deferral / active EE | $2,293 | $4,532-49.4% | $3,814-39.9% | $6,401-64.2% |
| Admin fee / account holder | $40 | $4,588-99.1% | $3,227-98.8% | $11,429-99.6% |