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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 | $2,257 | $156,927-98.6% | $121,169-98.1% | $139,456-98.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1475.85%-1475.8pp | 986.71%-986.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,451 | $5,542-73.8% | $4,168-65.2% | $4,753-69.5% |
| Participant deferral / active EE | $1,853 | $4,848-61.8% | $4,083-54.6% | $6,711-72.4% |
| Admin fee / account holder | $260 | $6,946-96.3% | $5,645-95.4% | $11,407-97.7% |