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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 | $2,846 | $109,863-97.4% | $98,477-97.1% | $167,518-98.3% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 0.00% | 1958.09%-1958.1pp | 1493.59%-1493.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,257 | $3,225-61.0% | $2,961-57.5% | $4,838-74.0% |
| Participant deferral / active EE | $2,320 | $4,673-50.4% | $4,276-45.8% | $6,342-63.4% |
| Admin fee / account holder | $41 | $6,755-99.4% | $5,951-99.3% | $12,312-99.7% |