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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 | $3,392 | $110,629-96.9% | $80,784-95.8% | $167,553-98.0% |
| Participation rate | 85.0% | 64.0%+21.0pp | 54.2%+30.8pp | 82.1%+2.9pp |
| Annual return | 0.00% | 120.58%-120.6pp | 87.31%-87.3pp | 478.89%-478.9pp |
| Employer contribution / active EE | $813 | $1,543-47.3% | $1,160-29.9% | $4,840-83.2% |
| Participant deferral / active EE | $2,624 | $2,871-8.6% | $2,145+22.3% | $6,343-58.6% |
| Admin fee / account holder | $187 | $4,547-95.9% | $3,380-94.5% | $12,316-98.5% |