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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 | $2,866 | $108,685-97.4% | $74,719-96.2% | $152,885-98.1% |
| Participation rate | 85.7% | 65.3%+20.4pp | 54.5%+31.3pp | 82.5%+3.3pp |
| Annual return | 0.00% | 114.09%-114.1pp | 753.05%-753.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,128 | $1,504-25.0% | $1,084+4.0% | $4,763-76.3% |
| Participant deferral / active EE | $2,893 | $2,712+6.7% | $1,963+47.4% | $5,851-50.6% |
| Admin fee / account holder | $39 | $4,905-99.2% | $3,334-98.8% | $11,598-99.7% |