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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 | $5,595 | $152,542-96.3% | $117,498-95.2% | $134,509-95.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 53.02%-53.0pp | 29.75%-29.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $3,464 | $5,574-37.9% | $4,178-17.1% | $4,741-26.9% |
| Participant deferral / active EE | $5,671 | $4,819+17.7% | $4,071+39.3% | $6,400-11.4% |
| Admin fee / account holder | $253 | $7,006-96.4% | $5,646-95.5% | $11,427-97.8% |