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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 | $3,625 | $97,732-96.3% | $83,831-95.7% | $135,380-97.3% |
| Participation rate | 70.6% | 80.0%-9.4pp | 76.1%-5.6pp | 82.6%-12.1pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $866 | $4,222-79.5% | $3,631-76.2% | $4,779-81.9% |
| Participant deferral / active EE | $2,105 | $4,683-55.1% | $4,082-48.4% | $5,609-62.5% |
| Admin fee / account holder | $36 | $6,675-99.5% | $5,479-99.3% | $10,828-99.7% |