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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 | $4,057 | $97,732-95.8% | $83,831-95.2% | $135,380-97.0% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,095 | $4,222-74.1% | $3,631-69.8% | $4,779-77.1% |
| Participant deferral / active EE | $2,501 | $4,683-46.6% | $4,082-38.7% | $5,609-55.4% |
| Admin fee / account holder | $18 | $6,675-99.7% | $5,479-99.7% | $10,828-99.8% |