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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 | $6,461 | $112,915-94.3% | $90,965-92.9% | $158,950-95.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 215.75%-215.8pp | 134.57%-134.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,813 | $2,894-37.4% | $2,122-14.6% | $4,762-61.9% |
| Participant deferral / active EE | $4,154 | $4,128+0.6% | $3,373+23.2% | $5,983-30.6% |
| Admin fee / account holder | $19 | $8,044-99.8% | $5,960-99.7% | $11,248-99.8% |