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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 | $3,034 | $104,924-97.1% | $84,623-96.4% | $152,885-98.0% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.5%+0.9pp |
| Annual return | 0.00% | 373.82%-373.8pp | 258.77%-258.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,503 | $3,302-54.5% | $2,652-43.3% | $4,763-68.4% |
| Participant deferral / active EE | $1,245 | $4,689-73.4% | $3,899-68.1% | $5,851-78.7% |
| Admin fee / account holder | $165 | $6,242-97.3% | $4,913-96.6% | $11,598-98.6% |