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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 | $3,588 | $97,761-96.3% | $83,850-95.7% | $135,382-97.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 0.00% | 1287.44%-1287.4pp | 850.92%-850.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,735 | $4,222-58.9% | $3,631-52.2% | $4,779-63.7% |
| Participant deferral / active EE | $2,067 | $4,682-55.9% | $4,082-49.4% | $5,609-63.1% |
| Admin fee / account holder | $6 | $6,674-99.9% | $5,478-99.9% | $10,829-99.9% |