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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 | $4,924 | $106,905-95.4% | $84,020-94.1% | $152,885-96.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 0.00% | 105.00%-105.0pp | 71.31%-71.3pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,539 | $2,735-43.7% | $1,984-22.4% | $4,763-67.7% |
| Participant deferral / active EE | $1,924 | $4,012-52.0% | $3,239-40.6% | $5,851-67.1% |
| Admin fee / account holder | $12 | $8,287-99.9% | $6,101-99.8% | $11,598-99.9% |