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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 | $4,810 | $109,872-95.6% | $98,483-95.1% | $167,536-97.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 0.00% | 1959.31%-1959.3pp | 1494.38%-1494.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,994 | $3,225-38.2% | $2,961-32.6% | $4,839-58.8% |
| Participant deferral / active EE | $2,700 | $4,673-42.2% | $4,276-36.9% | $6,342-57.4% |
| Admin fee / account holder | $6 | $6,757-99.9% | $5,953-99.9% | $12,315-100.0% |