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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 | $2,912 | $63,342-95.4% | $92,235-96.8% | $70,131-95.8% |
| Participation rate | 93.5% | 68.7%+24.9pp | 76.5%+17.1pp | 69.5%+24.0pp |
| Annual return | 0.00% | 530.15%-530.2pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $690 | $2,471-72.1% | $3,679-81.2% | $2,342-70.5% |
| Participant deferral / active EE | $2,048 | $2,854-28.2% | $3,897-47.5% | $3,332-38.5% |
| Admin fee / account holder | $102 | $3,840-97.4% | $5,194-98.0% | $4,645-97.8% |