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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 | $3,327 | $82,630-96.0% | $64,105-94.8% | $125,389-97.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,983 | $2,671-25.8% | $1,820+9.0% | $4,866-59.2% |
| Participant deferral / active EE | $1,821 | $3,608-49.5% | $2,822-35.5% | $5,352-66.0% |
| Admin fee / account holder | $10 | $6,382-99.8% | $4,499-99.8% | $9,541-99.9% |