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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 | $4,849 | $84,685-94.3% | $73,836-93.4% | $125,389-96.1% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | 0.04% | 3123.80%-3123.8pp | 2268.06%-2268.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,061 | $3,123-66.0% | $2,787-61.9% | $4,866-78.2% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $146 | $5,694-97.4% | $4,882-97.0% | $9,541-98.5% |