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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 | $2,897 | $58,391-95.0% | $76,667-96.2% | $72,976-96.0% |
| Participation rate | 79.3% | 67.4%+11.9pp | 72.1%+7.2pp | 69.5%+9.8pp |
| Annual return | 0.00% | 2306.65%-2306.6pp | 1166.74%-1166.7pp | 81.02%-81.0pp |
| Employer contribution / active EE | $937 | $1,787-47.5% | $2,303-59.3% | $2,440-61.6% |
| Participant deferral / active EE | $1,557 | $2,690-42.1% | $3,336-53.3% | $3,608-56.9% |
| Admin fee / account holder | $41 | $4,014-99.0% | $6,423-99.4% | $5,124-99.2% |