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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 | $3,212 | $110,629-97.1% | $80,784-96.0% | $167,553-98.1% |
| Participation rate | 88.9% | 64.0%+24.9pp | 54.2%+34.7pp | 82.1%+6.8pp |
| Annual return | 0.00% | 120.58%-120.6pp | 87.31%-87.3pp | 478.89%-478.9pp |
| Employer contribution / active EE | $731 | $1,543-52.6% | $1,160-37.0% | $4,840-84.9% |
| Participant deferral / active EE | $2,227 | $2,871-22.4% | $2,145+3.8% | $6,343-64.9% |
| Admin fee / account holder | $101 | $4,547-97.8% | $3,380-97.0% | $12,316-99.2% |