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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 | $10,388 | $81,664-87.3% | $70,476-85.3% | $158,966-93.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 208.59%-208.6pp | 109.12%-109.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $4,938 | $3,219+53.4% | $2,738+80.4% | $4,762+3.7% |
| Participant deferral / active EE | $4,058 | $4,556-10.9% | $3,710+9.4% | $5,983-32.2% |
| Admin fee / account holder | $267 | $6,197-95.7% | $3,847-93.1% | $11,250-97.6% |