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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 | $17,633 | $112,131-84.3% | $95,964-81.6% | $158,982-88.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 171.19%-171.2pp | 91.64%-91.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,646 | $3,199-17.3% | $2,541+4.1% | $4,763-44.4% |
| Participant deferral / active EE | $4,055 | $4,784-15.2% | $4,167-2.7% | $5,983-32.2% |
| Admin fee / account holder | $102 | $10,136-99.0% | $6,797-98.5% | $11,252-99.1% |