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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 | $4,748 | $81,643-94.2% | $70,462-93.3% | $158,950-97.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 208.51%-208.5pp | 109.08%-109.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $2,184 | $3,218-32.1% | $2,737-20.2% | $4,762-54.1% |
| Participant deferral / active EE | $2,277 | $4,555-50.0% | $3,710-38.6% | $5,983-61.9% |
| Admin fee / account holder | $145 | $6,194-97.7% | $3,845-96.2% | $11,248-98.7% |