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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 | $2,800 | $84,697-96.7% | $73,845-96.2% | $125,393-97.8% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | 0.00% | 3123.66%-3123.7pp | 2267.91%-2267.9pp | 282.23%-282.2pp |
| Employer contribution / active EE | $1,823 | $3,123-41.6% | $2,788-34.6% | $4,866-62.5% |
| Participant deferral / active EE | $1,587 | $3,993-60.3% | $3,583-55.7% | $5,351-70.3% |
| Admin fee / account holder | $178 | $5,692-96.9% | $4,881-96.4% | $9,541-98.1% |