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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 | $4,408 | $104,953-95.8% | $84,637-94.8% | $152,909-97.1% |
| Participation rate | 76.9% | 74.8%+2.1pp | 68.2%+8.7pp | 82.5%-5.5pp |
| Annual return | 0.00% | 373.94%-373.9pp | 258.82%-258.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,526 | $3,304-53.8% | $2,653-42.5% | $4,764-68.0% |
| Participant deferral / active EE | $3,501 | $4,691-25.4% | $3,900-10.2% | $5,851-40.2% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |