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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 | $3,140 | $104,106-97.0% | $71,086-95.6% | $135,379-97.7% |
| Participation rate | 88.9% | 65.7%+23.2pp | 54.7%+34.2pp | 82.6%+6.2pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,383 | $1,485-6.9% | $1,088+27.1% | $4,779-71.1% |
| Participant deferral / active EE | $1,963 | $2,527-22.3% | $1,874+4.7% | $5,609-65.0% |
| Admin fee / account holder | $12 | $4,142-99.7% | $3,082-99.6% | $10,828-99.9% |