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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 | $3,467 | $77,908-95.5% | $149,696-97.7% | $75,173-95.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.46%-134.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,850 | $3,138-41.1% | $4,821-61.6% | $2,671-30.8% |
| Participant deferral / active EE | $1,635 | $3,411-52.1% | $5,682-71.2% | $4,126-60.4% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |