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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 | $4,686 | $88,585-94.7% | $69,884-93.3% | $134,532-96.5% |
| Participation rate | 71.4% | 74.9%-3.5pp | 70.5%+1.0pp | 81.2%-9.8pp |
| Annual return | 0.00% | 442.80%-442.8pp | 190.81%-190.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,190 | $3,235-63.2% | $2,560-53.5% | $4,741-74.9% |
| Participant deferral / active EE | $1,700 | $4,770-64.4% | $3,848-55.8% | $6,401-73.4% |
| Admin fee / account holder | $35 | $10,441-99.7% | $6,266-99.4% | $11,429-99.7% |