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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 | $3,109 | $112,915-97.2% | $90,965-96.6% | $158,950-98.0% |
| Participation rate | 94.4% | 74.7%+19.7pp | 69.0%+25.4pp | 82.0%+12.5pp |
| Annual return | 0.00% | 215.75%-215.8pp | 134.57%-134.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,243 | $2,894-57.0% | $2,122-41.4% | $4,762-73.9% |
| Participant deferral / active EE | $1,805 | $4,128-56.3% | $3,373-46.5% | $5,983-69.8% |
| Admin fee / account holder | $18 | $8,044-99.8% | $5,960-99.7% | $11,248-99.8% |