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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 | $9,980 | $58,927-83.1% | $76,823-87.0% | $72,983-86.3% |
| Participation rate | 97.4% | 67.3%+30.0pp | 72.1%+25.3pp | 69.5%+27.9pp |
| Annual return | 0.00% | 2305.64%-2305.6pp | 1166.42%-1166.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,523 | $1,787-14.8% | $2,302-33.8% | $2,440-37.6% |
| Participant deferral / active EE | $2,910 | $2,690+8.2% | $3,336-12.8% | $3,608-19.3% |
| Admin fee / account holder | $170 | $4,013-95.8% | $6,422-97.3% | $5,124-96.7% |