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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 | $20,279 | $70,587-71.3% | $124,693-83.7% | $85,847-76.4% |
| Participation rate | 94.7% | 64.4%+30.3pp | 74.6%+20.1pp | 69.3%+25.4pp |
| Annual return | 0.00% | 20688.83%-20688.8pp | 5144.19%-5144.2pp | 318.61%-318.6pp |
| Employer contribution / active EE | $2,274 | $1,913+18.9% | $3,324-31.6% | $2,565-11.3% |
| Participant deferral / active EE | $3,952 | $2,969+33.1% | $4,615-14.4% | $3,9520% |
| Admin fee / account holder | $234 | $5,282-95.6% | $7,494-96.9% | $6,261-96.3% |