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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 | $7,951 | $65,434-87.8% | $98,483-91.9% | $85,847-90.7% |
| Participation rate | 91.4% | 65.0%+26.4pp | 73.3%+18.0pp | 69.3%+22.1pp |
| Annual return | 0.00% | 21.75%-21.8pp | 1494.38%-1494.4pp | 318.61%-318.6pp |
| Employer contribution / active EE | $536 | $2,169-75.3% | $2,961-81.9% | $2,565-79.1% |
| Participant deferral / active EE | $1,509 | $3,168-52.4% | $4,276-64.7% | $3,952-61.8% |
| Admin fee / account holder | $68 | $4,595-98.5% | $5,953-98.9% | $6,261-98.9% |