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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 | $5,795 | $109,905-94.7% | $98,506-94.1% | $167,553-96.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1960.20%-1960.2pp | 1494.92%-1494.9pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,420 | $3,226-56.0% | $2,961-52.0% | $4,840-70.7% |
| Participant deferral / active EE | $4,300 | $4,674-8.0% | $4,277+0.5% | $6,343-32.2% |
| Admin fee / account holder | $165 | $6,760-97.6% | $5,955-97.2% | $12,316-98.7% |