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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 | $4,021 | $58,391-93.1% | $76,657-94.8% | $72,975-94.5% |
| Participation rate | 92.6% | 67.4%+25.2pp | 72.1%+20.5pp | 69.5%+23.1pp |
| Annual return | 0.00% | 2306.65%-2306.6pp | 1166.74%-1166.7pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,672 | $2,690+36.5% | $3,335+10.1% | $3,608+1.8% |
| Admin fee / account holder | $189 | $4,014-95.3% | $6,423-97.1% | $5,124-96.3% |