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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 | $4,683 | $93,124-95.0% | $77,100-93.9% | $134,545-96.5% |
| Participation rate | 72.2% | 74.5%-2.3pp | 67.9%+4.3pp | 81.2%-9.0pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,071 | $3,421-68.7% | $2,815-62.0% | $4,742-77.4% |
| Participant deferral / active EE | $2,928 | $5,242-44.1% | $4,430-33.9% | $6,401-54.3% |
| Admin fee / account holder | $146 | $6,970-97.9% | $5,443-97.3% | $11,431-98.7% |