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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 | $6,157 | $106,923-94.2% | $84,023-92.7% | $152,909-96.0% |
| Participation rate | 85.7% | 75.3%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,516 | $2,735-44.6% | $1,984-23.6% | $4,764-68.2% |
| Participant deferral / active EE | $3,439 | $4,013-14.3% | $3,239+6.2% | $5,851-41.2% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |