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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 | $5,593 | $112,915-95.0% | $90,965-93.9% | $158,950-96.5% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 0.00% | 215.75%-215.8pp | 134.57%-134.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,842 | $2,894-36.4% | $2,122-13.2% | $4,762-61.3% |
| Participant deferral / active EE | $2,987 | $4,128-27.6% | $3,373-11.4% | $5,983-50.1% |
| Admin fee / account holder | $112 | $8,044-98.6% | $5,960-98.1% | $11,248-99.0% |