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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 | $3,768 | $104,937-96.4% | $84,628-95.5% | $152,897-97.5% |
| Participation rate | 78.6% | 74.8%+3.7pp | 68.2%+10.3pp | 82.5%-3.9pp |
| Annual return | 0.00% | 373.88%-373.9pp | 258.80%-258.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,568 | $3,303-52.5% | $2,653-40.9% | $4,764-67.1% |
| Participant deferral / active EE | $2,020 | $4,690-56.9% | $3,900-48.2% | $5,851-65.5% |
| Admin fee / account holder | $45 | $6,243-99.3% | $4,914-99.1% | $11,599-99.6% |