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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 | $5,017 | $102,595-95.1% | $94,057-94.7% | $154,746-96.8% |
| Participation rate | 92.9% | 76.0%+16.9pp | 73.3%+19.5pp | 80.7%+12.2pp |
| Annual return | 0.00% | 583.42%-583.4pp | 480.62%-480.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,331 | $3,147-57.7% | $2,933-54.6% | $4,379-69.6% |
| Participant deferral / active EE | $2,355 | $5,118-54.0% | $4,709-50.0% | $6,730-65.0% |
| Admin fee / account holder | $59 | $7,736-99.2% | $7,244-99.2% | $14,365-99.6% |