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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 | $4,717 | $34,316-86.3% | $74,719-93.7% | $72,983-93.5% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.05%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $532 | $692-23.1% | $1,084-50.9% | $2,440-78.2% |
| Participant deferral / active EE | $905 | $1,272-28.8% | $1,963-53.9% | $3,608-74.9% |
| Admin fee / account holder | $35 | $2,125-98.4% | $3,334-99.0% | $5,124-99.3% |