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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 | $3,744 | $104,116-96.4% | $71,089-94.7% | $135,380-97.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | 0.00% | 1256.51%-1256.5pp | 650.65%-650.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $728 | $1,485-51.0% | $1,088-33.1% | $4,779-84.8% |
| Participant deferral / active EE | $4,052 | $2,524+60.6% | $1,873+116.4% | $5,609-27.8% |
| Admin fee / account holder | $172 | $4,142-95.8% | $3,082-94.4% | $10,828-98.4% |