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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 | $5,227 | $105,210-95.0% | $159,487-96.7% | $85,851-93.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.71%-263.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $1,243 | $3,319-62.6% | $4,831-74.3% | $2,565-51.6% |
| Participant deferral / active EE | $4,212 | $5,946-29.2% | $7,354-42.7% | $3,952+6.6% |
| Admin fee / account holder | $133 | $6,934-98.1% | $10,804-98.8% | $6,261-97.9% |