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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 | $3,997 | $92,743-95.7% | $82,744-95.2% | $134,532-97.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 946.63%-946.6pp | 702.22%-702.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,385 | $3,273-57.7% | $3,008-54.0% | $4,741-70.8% |
| Participant deferral / active EE | $1,627 | $4,802-66.1% | $4,395-63.0% | $6,401-74.6% |
| Admin fee / account holder | $10 | $5,977-99.8% | $5,325-99.8% | $11,429-99.9% |