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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 | $6,140 | $99,079-93.8% | $78,002-92.1% | $273,972-97.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.99%-426.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,735 | $3,308+12.9% | $2,470+51.2% | $4,869-23.3% |
| Participant deferral / active EE | $2,404 | $4,306-44.2% | $3,497-31.2% | $5,287-54.5% |
| Admin fee / account holder | $11 | $8,954-99.9% | $5,481-99.8% | $10,133-99.9% |