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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 | $2,385 | $95,580-97.5% | $76,872-96.9% | $139,466-98.3% |
| Participation rate | 80.0% | 74.0%+6.0pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 0.00% | 55.00%-55.0pp | 37.90%-37.9pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,266 | $3,145-59.8% | $2,533-50.0% | $4,754-73.4% |
| Participant deferral / active EE | $1,499 | $4,623-67.6% | $3,832-60.9% | $6,712-77.7% |
| Admin fee / account holder | $121 | $8,302-98.5% | $5,476-97.8% | $11,409-98.9% |