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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 | $4,546 | $83,337-94.5% | $67,834-93.3% | $273,972-98.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,248 | $3,287-62.0% | $2,403-48.1% | $4,869-74.4% |
| Participant deferral / active EE | $3,089 | $4,088-24.4% | $3,160-2.2% | $5,287-41.6% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |