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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 | $2,289 | $91,179-97.5% | $178,499-98.7% | $79,852-97.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $501 | $3,256-84.6% | $5,011-90.0% | $2,471-79.7% |
| Participant deferral / active EE | $2,048 | $3,236-36.7% | $5,202-60.6% | $3,740-45.3% |
| Admin fee / account holder | $95 | $6,749-98.6% | $13,986-99.3% | $5,306-98.2% |