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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 | $4,276 | $93,117-95.4% | $77,096-94.5% | $134,532-96.8% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | 0.00% | 62.67%-62.7pp | 42.35%-42.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,464 | $3,420-57.2% | $2,814-48.0% | $4,741-69.1% |
| Participant deferral / active EE | $2,884 | $5,241-45.0% | $4,429-34.9% | $6,401-55.0% |
| Admin fee / account holder | $35 | $6,948-99.5% | $5,428-99.4% | $11,429-99.7% |