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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 | $4,481 | $99,031-95.5% | $86,597-94.8% | $147,585-97.0% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 0.00% | 1312.56%-1312.6pp | 964.96%-965.0pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,223 | $3,132-60.9% | $2,840-56.9% | $4,876-74.9% |
| Participant deferral / active EE | $3,159 | $3,972-20.5% | $3,609-12.5% | $5,439-41.9% |
| Admin fee / account holder | $104 | $5,711-98.2% | $4,906-97.9% | $10,885-99.0% |