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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 | $4,516 | $105,200-95.7% | $159,474-97.2% | $85,847-94.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.68%-263.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $1,130 | $3,319-65.9% | $4,831-76.6% | $2,565-55.9% |
| Participant deferral / active EE | $2,843 | $5,946-52.2% | $7,353-61.3% | $3,952-28.1% |
| Admin fee / account holder | $21 | $6,934-99.7% | $10,802-99.8% | $6,261-99.7% |