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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 | $8,638 | $84,684-89.8% | $73,835-88.3% | $125,388-93.1% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | 0.00% | 3123.93%-3123.9pp | 2268.13%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $831 | $3,123-73.4% | $2,788-70.2% | $4,866-82.9% |
| Participant deferral / active EE | $1,649 | $3,993-58.7% | $3,583-54.0% | $5,352-69.2% |
| Admin fee / account holder | $180 | $5,691-96.8% | $4,880-96.3% | $9,541-98.1% |