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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 | $5,363 | $100,895-94.7% | $90,430-94.1% | $158,950-96.6% |
| Participation rate | 82.4% | 75.0%+7.3pp | 72.7%+9.7pp | 82.0%+0.4pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $747 | $3,689-79.7% | $3,262-77.1% | $4,762-84.3% |
| Participant deferral / active EE | $3,212 | $4,347-26.1% | $3,963-18.9% | $5,983-46.3% |
| Admin fee / account holder | $15 | $6,505-99.8% | $5,613-99.7% | $11,248-99.9% |