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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 | $3,252 | $82,630-96.1% | $64,105-94.9% | $125,389-97.4% |
| Participation rate | 92.3% | 75.9%+16.5pp | 68.2%+24.1pp | 83.2%+9.1pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $949 | $2,671-64.5% | $1,820-47.8% | $4,866-80.5% |
| Participant deferral / active EE | $1,572 | $3,608-56.4% | $2,822-44.3% | $5,352-70.6% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |