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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 | $2,564 | $90,606-97.2% | $79,466-96.8% | $135,379-98.1% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | 0.00% | 977.69%-977.7pp | 718.28%-718.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $748 | $3,068-75.6% | $2,800-73.3% | $4,779-84.4% |
| Participant deferral / active EE | $1,680 | $4,050-58.5% | $3,704-54.6% | $5,609-70.0% |
| Admin fee / account holder | $3 | $5,895-99.9% | $5,104-99.9% | $10,828-100.0% |