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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 | $2,938 | $115,796-97.5% | $101,264-97.1% | $158,950-98.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,528 | $4,175-63.4% | $3,660-58.2% | $4,762-67.9% |
| Participant deferral / active EE | $1,717 | $4,958-65.4% | $4,370-60.7% | $5,983-71.3% |
| Admin fee / account holder | $56 | $7,247-99.2% | $5,947-99.1% | $11,248-99.5% |