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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 | $4,260 | $58,726-92.7% | $142,898-97.0% | $85,851-95.0% |
| Participation rate | 86.5% | 58.5%+28.0pp | 72.0%+14.5pp | 69.3%+17.2pp |
| Annual return | 0.00% | 27.73%-27.7pp | 5639.64%-5639.6pp | 318.63%-318.6pp |
| Employer contribution / active EE | $971 | $1,424-31.8% | $4,146-76.6% | $2,565-62.2% |
| Participant deferral / active EE | $2,816 | $2,609+7.9% | $3,838-26.6% | $3,952-28.8% |
| Admin fee / account holder | $4 | $4,234-99.9% | $6,560-99.9% | $6,261-99.9% |