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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 | $4,245 | $109,411-96.1% | $89,435-95.3% | $158,982-97.3% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.55%-245.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,077 | $3,173-66.0% | $2,587-58.4% | $4,763-77.4% |
| Participant deferral / active EE | $2,160 | $4,600-53.0% | $3,890-44.5% | $5,983-63.9% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |