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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 | $4,910 | $135,645-96.4% | $110,243-95.5% | $135,379-96.4% |
| Participation rate | 73.3% | 83.5%-10.1pp | 79.8%-6.5pp | 82.6%-9.3pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,453 | $4,907-70.4% | $3,827-62.0% | $4,779-69.6% |
| Participant deferral / active EE | $2,411 | $5,507-56.2% | $4,672-48.4% | $5,609-57.0% |
| Admin fee / account holder | $9 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |