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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 | $4,438 | $92,684-95.2% | $82,706-94.6% | $134,509-96.7% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,304 | $3,272-60.1% | $3,007-56.6% | $4,741-72.5% |
| Participant deferral / active EE | $3,481 | $4,800-27.5% | $4,394-20.8% | $6,400-45.6% |
| Admin fee / account holder | $16 | $5,982-99.7% | $5,329-99.7% | $11,427-99.9% |