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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 | $5,053 | $63,342-92.0% | $92,236-94.5% | $70,131-92.8% |
| Participation rate | 73.1% | 68.7%+4.4pp | 76.5%-3.4pp | 69.5%+3.5pp |
| Annual return | 0.00% | 530.15%-530.2pp | 176.29%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $602 | $2,471-75.6% | $3,679-83.6% | $2,342-74.3% |
| Participant deferral / active EE | $2,862 | $2,854+0.3% | $3,897-26.5% | $3,332-14.1% |
| Admin fee / account holder | $3 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |