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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 | $3,250 | $67,396-95.2% | $60,919-94.7% | $134,545-97.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.1%+12.6pp | 81.2%+4.5pp |
| Annual return | 0.00% | 50.12%-50.1pp | 16.96%-17.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,354 | $3,101-56.3% | $2,704-49.9% | $4,742-71.4% |
| Participant deferral / active EE | $1,441 | $4,534-68.2% | $3,814-62.2% | $6,401-77.5% |
| Admin fee / account holder | $2 | $4,590-100.0% | $3,228-99.9% | $11,431-100.0% |