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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 | $2,015 | $75,832-97.3% | $147,617-98.6% | $59,633-96.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $433 | $3,485-87.6% | $5,564-92.2% | $2,203-80.3% |
| Participant deferral / active EE | $1,481 | $3,131-52.7% | $4,895-69.7% | $3,192-53.6% |
| Admin fee / account holder | $18 | $5,986-99.7% | $11,612-99.8% | $4,297-99.6% |