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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 | $4,016 | $84,685-95.3% | $73,836-94.6% | $125,389-96.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.31% | 3123.80%-3123.5pp | 2268.06%-2267.7pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,203 | $3,123-61.5% | $2,787-56.9% | $4,866-75.3% |
| Participant deferral / active EE | $2,514 | $3,993-37.0% | $3,583-29.8% | $5,352-53.0% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |