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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 | $4,455 | $92,684-95.2% | $82,706-94.6% | $134,509-96.7% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.5pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,137 | $3,272-65.2% | $3,007-62.2% | $4,741-76.0% |
| Participant deferral / active EE | $2,890 | $4,800-39.8% | $4,394-34.2% | $6,400-54.8% |
| Admin fee / account holder | $2 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |