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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 | $3,880 | $103,008-96.2% | $90,304-95.7% | $152,897-97.5% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.5%+9.2pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $859 | $3,139-72.6% | $2,855-69.9% | $4,764-82.0% |
| Participant deferral / active EE | $2,672 | $4,281-37.6% | $3,885-31.2% | $5,851-54.3% |
| Admin fee / account holder | $61 | $6,175-99.0% | $5,354-98.9% | $11,599-99.5% |