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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 | $4,510 | $109,872-95.9% | $98,483-95.4% | $167,536-97.3% |
| Participation rate | 94.1% | 75.8%+18.3pp | 73.3%+20.8pp | 82.1%+12.0pp |
| Annual return | 0.00% | 1959.31%-1959.3pp | 1494.38%-1494.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,104 | $3,225-34.8% | $2,961-28.9% | $4,839-56.5% |
| Participant deferral / active EE | $1,995 | $4,673-57.3% | $4,276-53.3% | $6,342-68.5% |
| Admin fee / account holder | $74 | $6,757-98.9% | $5,953-98.8% | $12,315-99.4% |