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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 | $6,213 | $58,391-89.4% | $76,657-91.9% | $72,975-91.5% |
| Participation rate | 80.0% | 67.4%+12.6pp | 72.1%+7.9pp | 69.5%+10.5pp |
| Annual return | 0.00% | 2306.65%-2306.6pp | 1166.74%-1166.7pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,191 | $1,787-33.3% | $2,303-48.3% | $2,440-51.2% |
| Participant deferral / active EE | $3,464 | $2,690+28.7% | $3,335+3.8% | $3,608-4.0% |
| Admin fee / account holder | $62 | $4,014-98.5% | $6,423-99.0% | $5,124-98.8% |