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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 | $5,309 | $89,367-94.1% | $141,191-96.2% | $72,975-92.7% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,144 | $3,115-63.3% | $4,736-75.8% | $2,440-53.1% |
| Participant deferral / active EE | $3,577 | $5,419-34.0% | $6,710-46.7% | $3,608-0.9% |
| Admin fee / account holder | $5 | $5,957-99.9% | $10,264-100.0% | $5,124-99.9% |