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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 | $2,138 | $65,434-96.7% | $98,483-97.8% | $85,847-97.5% |
| Participation rate | 90.9% | 65.0%+25.9pp | 73.3%+17.6pp | 69.3%+21.6pp |
| Annual return | 0.00% | 21.75%-21.8pp | 1494.38%-1494.4pp | 318.61%-318.6pp |
| Employer contribution / active EE | $820 | $2,169-62.2% | $2,961-72.3% | $2,565-68.0% |
| Participant deferral / active EE | $1,228 | $3,168-61.2% | $4,276-71.3% | $3,952-68.9% |
| Admin fee / account holder | $36 | $4,595-99.2% | $5,953-99.4% | $6,261-99.4% |