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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 | $2,530 | $100,911-97.5% | $90,440-97.2% | $158,966-98.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 1726.62%-1726.6pp | 1294.38%-1294.4pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,050 | $3,690-71.5% | $3,263-67.8% | $4,762-78.0% |
| Participant deferral / active EE | $1,050 | $4,348-75.9% | $3,964-73.5% | $5,983-82.5% |
| Admin fee / account holder | $17 | $6,507-99.7% | $5,615-99.7% | $11,250-99.8% |