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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 | $7,941 | $103,038-92.3% | $90,324-91.2% | $152,909-94.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,901 | $3,141-7.6% | $2,856+1.6% | $4,764-39.1% |
| Participant deferral / active EE | $4,374 | $4,282+2.2% | $3,885+12.6% | $5,851-25.2% |
| Admin fee / account holder | $31 | $6,177-99.5% | $5,356-99.4% | $11,601-99.7% |