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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 | $2,599 | $56,200-95.4% | $67,653-96.2% | $59,633-95.6% |
| Participation rate | 83.6% | 71.5%+12.2pp | 75.7%+8.0pp | 68.7%+15.0pp |
| Annual return | 0.00% | 18506.71%-18506.7pp | 6625.22%-6625.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $985 | $1,615-39.0% | $2,266-56.5% | $2,203-55.3% |
| Participant deferral / active EE | $1,660 | $2,843-41.6% | $3,560-53.4% | $3,192-48.0% |
| Admin fee / account holder | $24 | $3,959-99.4% | $4,821-99.5% | $4,297-99.4% |