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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 | $4,085 | $90,320-95.5% | $59,496-93.1% | $125,389-96.7% |
| Participation rate | 93.3% | 68.3%+25.0pp | 54.6%+38.8pp | 83.2%+10.1pp |
| Annual return | 0.00% | 369.13%-369.1pp | 182.05%-182.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $653 | $1,792-63.6% | $1,153-43.4% | $4,866-86.6% |
| Participant deferral / active EE | $3,225 | $2,716+18.7% | $1,829+76.3% | $5,352-39.7% |
| Admin fee / account holder | $12 | $3,063-99.6% | $2,232-99.5% | $9,541-99.9% |