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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 | $5,552 | $166,242-96.7% | $165,071-96.6% | $145,884-96.2% |
| Participation rate | 78.9% | 82.0%-3.1pp | 78.6%+0.3pp | 80.3%-1.4pp |
| Annual return | 0.00% | 100.44%-100.4pp | 70.17%-70.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,928 | $5,283-63.5% | $4,347-55.6% | $4,662-58.6% |
| Participant deferral / active EE | $2,716 | $6,964-61.0% | $6,035-55.0% | $6,690-59.4% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |