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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 | $5,513 | $110,551-95.0% | $80,741-93.2% | $167,536-96.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 120.57%-120.6pp | 87.30%-87.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,194 | $1,543-22.6% | $1,160+2.9% | $4,839-75.3% |
| Participant deferral / active EE | $4,253 | $2,870+48.2% | $2,145+98.3% | $6,342-32.9% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,315-100.0% |