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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 | $4,166 | $99,957-95.8% | $149,751-97.2% | $73,501-94.3% |
| Participation rate | 77.7% | 75.7%+2.0pp | 82.5%-4.8pp | 70.7%+7.0pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.71%-276.7pp | 28.51%-28.5pp |
| Employer contribution / active EE | $3,421 | $3,191+7.2% | $4,646-26.4% | $2,270+50.7% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |