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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 | $4,993 | $92,766-94.6% | $82,763-94.0% | $134,545-96.3% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,349 | $3,273-58.8% | $3,008-55.2% | $4,742-71.5% |
| Participant deferral / active EE | $2,793 | $4,802-41.8% | $4,395-36.5% | $6,401-56.4% |
| Admin fee / account holder | $12 | $5,978-99.8% | $5,325-99.8% | $11,431-99.9% |