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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 | $4,203 | $78,694-94.7% | $67,652-93.8% | $125,389-96.6% |
| Participation rate | 73.9% | 78.8%-4.9pp | 75.7%-1.8pp | 83.2%-9.3pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.40%-6625.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,566 | $3,044-48.6% | $2,266-30.9% | $4,866-67.8% |
| Participant deferral / active EE | $2,637 | $4,292-38.6% | $3,560-25.9% | $5,352-50.7% |
| Admin fee / account holder | $108 | $7,403-98.5% | $4,821-97.8% | $9,541-98.9% |