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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 | $2,116 | $100,895-97.9% | $90,430-97.7% | $158,950-98.7% |
| Participation rate | 89.5% | 75.0%+14.4pp | 72.7%+16.8pp | 82.0%+7.5pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $659 | $3,689-82.1% | $3,262-79.8% | $4,762-86.2% |
| Participant deferral / active EE | $1,136 | $4,347-73.9% | $3,963-71.3% | $5,983-81.0% |
| Admin fee / account holder | $6 | $6,505-99.9% | $5,613-99.9% | $11,248-99.9% |