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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 | $3,044 | $82,630-96.3% | $64,105-95.3% | $125,388-97.6% |
| Participation rate | 70.0% | 75.9%-5.9pp | 68.2%+1.8pp | 83.2%-13.2pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,075 | $2,671-59.8% | $1,820-40.9% | $4,866-77.9% |
| Participant deferral / active EE | $1,243 | $3,608-65.6% | $2,822-55.9% | $5,352-76.8% |
| Admin fee / account holder | $152 | $6,382-97.6% | $4,499-96.6% | $9,541-98.4% |