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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 | $11,992 | $63,346-81.1% | $92,240-87.0% | $70,126-82.9% |
| Participation rate | 94.4% | 68.7%+25.8pp | 76.5%+18.0pp | 69.5%+24.9pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,633 | $2,471-33.9% | $3,680-55.6% | $2,343-30.3% |
| Participant deferral / active EE | $2,504 | $2,854-12.3% | $3,897-35.7% | $3,332-24.9% |
| Admin fee / account holder | $57 | $3,841-98.5% | $5,194-98.9% | $4,645-98.8% |