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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 | $4,972 | $150,446-96.7% | $136,297-96.4% | $147,585-96.6% |
| Participation rate | 86.4% | 84.4%+1.9pp | 81.9%+4.4pp | 82.8%+3.5pp |
| Annual return | 0.00% | 1049.14%-1049.1pp | 5156.19%-5156.2pp | 578.58%-578.6pp |
| Employer contribution / active EE | $1,579 | $5,256-70.0% | $4,696-66.4% | $4,876-67.6% |
| Participant deferral / active EE | $2,820 | $6,631-57.5% | $6,247-54.9% | $5,439-48.1% |
| Admin fee / account holder | $85 | $10,906-99.2% | $9,244-99.1% | $10,886-99.2% |