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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 | $3,619 | $96,678-96.3% | $86,640-95.8% | $139,466-97.4% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 0.00% | 106.69%-106.7pp | 592.52%-592.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,297 | $3,265-60.3% | $3,024-57.1% | $4,754-72.7% |
| Participant deferral / active EE | $1,987 | $4,837-58.9% | $4,438-55.2% | $6,712-70.4% |
| Admin fee / account holder | $45 | $6,410-99.3% | $5,616-99.2% | $11,409-99.6% |