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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 | $6,865 | $105,160-93.5% | $94,679-92.7% | $139,456-95.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.04%-38.0pp | 156.75%-156.8pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,592 | $4,107-36.9% | $3,673-29.4% | $4,753-45.5% |
| Participant deferral / active EE | $3,501 | $7,599-53.9% | $7,417-52.8% | $6,711-47.8% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |