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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 | $4,621 | $75,832-93.9% | $147,617-96.9% | $59,633-92.3% |
| Participation rate | 96.9% | 71.6%+25.3pp | 84.6%+12.3pp | 68.7%+28.2pp |
| Annual return | 2.04% | 0.37%+1.7pp | 61.98%-59.9pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $362 | $3,485-89.6% | $5,564-93.5% | $2,203-83.6% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $106 | $5,986-98.2% | $11,612-99.1% | $4,297-97.5% |