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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 | $3,674 | $109,863-96.7% | $98,477-96.3% | $167,518-97.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 0.00% | 1958.09%-1958.1pp | 1493.59%-1493.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,123 | $3,225-65.2% | $2,961-62.1% | $4,838-76.8% |
| Participant deferral / active EE | $2,465 | $4,673-47.3% | $4,276-42.4% | $6,342-61.1% |
| Admin fee / account holder | $2 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |