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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 | $16,440 | $198,457-91.7% | $170,435-90.4% | $147,586-88.9% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,629 | $6,183-73.6% | $5,432-70.0% | $4,876-66.6% |
| Participant deferral / active EE | $3,696 | $5,629-34.3% | $4,939-25.2% | $5,439-32.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |