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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 | $7,648 | $166,242-95.4% | $165,071-95.4% | $145,884-94.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 100.44%-100.4pp | 70.17%-70.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $3,698 | $5,283-30.0% | $4,347-14.9% | $4,662-20.7% |
| Participant deferral / active EE | $3,936 | $6,964-43.5% | $6,035-34.8% | $6,690-41.2% |
| Admin fee / account holder | $4 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |