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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 | $4,574 | $75,832-94.0% | $147,618-96.9% | $59,633-92.3% |
| Participation rate | 94.7% | 71.6%+23.2pp | 84.6%+10.1pp | 68.7%+26.1pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $2,821 | $3,485-19.0% | $5,565-49.3% | $2,203+28.1% |
| Participant deferral / active EE | $1,497 | $3,131-52.2% | $4,895-69.4% | $3,192-53.1% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |