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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 | $5,390 | $104,924-94.9% | $84,623-93.6% | $152,885-96.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 0.00% | 373.82%-373.8pp | 258.77%-258.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $2,962 | $3,302-10.3% | $2,652+11.7% | $4,763-37.8% |
| Participant deferral / active EE | $2,379 | $4,689-49.3% | $3,899-39.0% | $5,851-59.3% |
| Admin fee / account holder | $6 | $6,242-99.9% | $4,913-99.9% | $11,598-100.0% |