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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 | $2,886 | $77,908-96.3% | $149,696-98.1% | $75,173-96.2% |
| Participation rate | 85.3% | 65.6%+19.7pp | 78.8%+6.5pp | 67.2%+18.1pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.46%-134.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,684 | $3,411-21.3% | $5,682-52.8% | $4,126-34.9% |
| Admin fee / account holder | $202 | $5,950-96.6% | $13,212-98.5% | $5,651-96.4% |