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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 | $5,049 | $92,743-94.6% | $82,744-93.9% | $134,532-96.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | 0.00% | 946.63%-946.6pp | 702.22%-702.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $680 | $3,273-79.2% | $3,008-77.4% | $4,741-85.7% |
| Participant deferral / active EE | $3,589 | $4,802-25.2% | $4,395-18.3% | $6,401-43.9% |
| Admin fee / account holder | $6 | $5,977-99.9% | $5,325-99.9% | $11,429-99.9% |