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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 | $4,688 | $124,175-96.2% | $108,405-95.7% | $167,536-97.2% |
| Participation rate | 73.7% | 82.3%-8.6pp | 80.1%-6.5pp | 82.1%-8.4pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $747 | $4,188-82.2% | $3,559-79.0% | $4,839-84.6% |
| Participant deferral / active EE | $2,537 | $6,908-63.3% | $6,563-61.3% | $6,342-60.0% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |