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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 | $5,565 | $106,551-94.8% | $91,225-93.9% | $134,532-95.9% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | 0.00% | 160.78%-160.8pp | 114.12%-114.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,769 | $3,331-46.9% | $2,851-37.9% | $4,741-62.7% |
| Participant deferral / active EE | $3,205 | $4,718-32.1% | $4,233-24.3% | $6,401-49.9% |
| Admin fee / account holder | $147 | $6,234-97.6% | $5,422-97.3% | $11,429-98.7% |