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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 | $2,709 | $93,117-97.1% | $77,096-96.5% | $134,532-98.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 0.00% | 62.67%-62.7pp | 42.35%-42.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,478 | $3,420-56.8% | $2,814-47.5% | $4,741-68.8% |
| Participant deferral / active EE | $1,504 | $5,241-71.3% | $4,429-66.0% | $6,401-76.5% |
| Admin fee / account holder | $252 | $6,948-96.4% | $5,428-95.4% | $11,429-97.8% |