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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 | $5,813 | $93,117-93.8% | $77,096-92.5% | $134,532-95.7% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | 0.00% | 62.67%-62.7pp | 42.35%-42.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $394 | $3,420-88.5% | $2,814-86.0% | $4,741-91.7% |
| Participant deferral / active EE | $4,406 | $5,241-15.9% | $4,429-0.5% | $6,401-31.2% |
| Admin fee / account holder | $9 | $6,948-99.9% | $5,428-99.8% | $11,429-99.9% |