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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 | $2,775 | $97,729-97.2% | $83,830-96.7% | $135,379-97.9% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | 0.00% | 1287.52%-1287.5pp | 850.97%-851.0pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,465 | $4,222-65.3% | $3,631-59.6% | $4,779-69.3% |
| Participant deferral / active EE | $1,261 | $4,683-73.1% | $4,082-69.1% | $5,609-77.5% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,479-99.7% | $10,828-99.9% |