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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 | $4,545 | $104,106-95.6% | $71,086-93.6% | $135,379-96.6% |
| Participation rate | 83.3% | 65.7%+17.7pp | 54.7%+28.7pp | 82.6%+0.7pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $947 | $1,485-36.3% | $1,088-13.0% | $4,779-80.2% |
| Participant deferral / active EE | $3,220 | $2,527+27.4% | $1,874+71.8% | $5,609-42.6% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |