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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 | $3,750 | $58,895-93.6% | $178,503-97.9% | $73,497-94.9% |
| Participation rate | 81.2% | 66.2%+15.0pp | 81.9%-0.7pp | 70.7%+10.5pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.12%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,180 | $2,567-54.0% | $5,202-77.3% | $3,740-68.4% |
| Admin fee / account holder | $37 | $400-90.7% | $13,987-99.7% | $513-92.7% |