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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 | $5,229 | $107,941-95.2% | $91,994-94.3% | $152,897-96.6% |
| Participation rate | 83.3% | 81.2%+2.1pp | 78.6%+4.7pp | 82.5%+0.9pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,445 | $4,212-65.7% | $3,453-58.2% | $4,764-69.7% |
| Participant deferral / active EE | $3,465 | $6,366-45.6% | $5,924-41.5% | $5,851-40.8% |
| Admin fee / account holder | $8 | $10,521-99.9% | $7,744-99.9% | $11,599-99.9% |