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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 | $6,737 | $106,918-93.7% | $84,021-92.0% | $152,897-95.6% |
| Participation rate | 91.7% | 75.2%+16.4pp | 69.0%+22.6pp | 82.5%+9.2pp |
| Annual return | 0.00% | 105.01%-105.0pp | 71.32%-71.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $974 | $2,735-64.4% | $1,984-50.9% | $4,764-79.6% |
| Participant deferral / active EE | $4,913 | $4,012+22.5% | $3,239+51.7% | $5,851-16.0% |
| Admin fee / account holder | $5 | $8,288-99.9% | $6,102-99.9% | $11,599-100.0% |