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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 | $4,593 | $112,933-95.9% | $90,970-95.0% | $158,982-97.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $697 | $2,893-75.9% | $2,122-67.2% | $4,763-85.4% |
| Participant deferral / active EE | $3,658 | $4,128-11.4% | $3,373+8.5% | $5,983-38.9% |
| Admin fee / account holder | $1 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |