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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 | $1,841 | $75,832-97.6% | $147,617-98.8% | $59,633-96.9% |
| Participation rate | 93.1% | 71.6%+21.5pp | 84.6%+8.5pp | 68.7%+24.4pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $479 | $3,485-86.2% | $5,564-91.4% | $2,203-78.2% |
| Participant deferral / active EE | $1,139 | $3,131-63.6% | $4,895-76.7% | $3,192-64.3% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |