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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 | $6,079 | $107,353-94.3% | $92,903-93.5% | $152,885-96.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 145.62%-145.6pp | 109.43%-109.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $2,336 | $4,222-44.7% | $3,653-36.1% | $4,763-51.0% |
| Participant deferral / active EE | $3,572 | $4,848-26.3% | $4,238-15.7% | $5,851-38.9% |
| Admin fee / account holder | $26 | $7,081-99.6% | $5,795-99.6% | $11,598-99.8% |