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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 | $3,168 | $56,200-94.4% | $67,653-95.3% | $59,633-94.7% |
| Participation rate | 96.4% | 71.5%+25.0pp | 75.7%+20.8pp | 68.7%+27.8pp |
| Annual return | 0.00% | 18506.71%-18506.7pp | 6625.22%-6625.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $919 | $1,615-43.1% | $2,266-59.4% | $2,203-58.3% |
| Participant deferral / active EE | $1,709 | $2,843-39.9% | $3,560-52.0% | $3,192-46.5% |
| Admin fee / account holder | $58 | $3,959-98.5% | $4,821-98.8% | $4,297-98.7% |