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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 | $4,651 | $48,570-90.4% | $130,660-96.4% | $72,983-93.6% |
| Participation rate | 89.3% | 58.6%+30.7pp | 71.7%+17.5pp | 69.5%+19.8pp |
| Annual return | 0.00% | 38.63%-38.6pp | 1709.29%-1709.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,777 | $1,334+33.2% | $4,092-56.6% | $2,440-27.2% |
| Participant deferral / active EE | $2,399 | $2,384+0.7% | $3,603-33.4% | $3,608-33.5% |
| Admin fee / account holder | $175 | $3,549-95.1% | $5,463-96.8% | $5,124-96.6% |