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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 | $4,735 | $109,872-95.7% | $98,483-95.2% | $167,536-97.2% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.5pp | 82.1%+6.8pp |
| Annual return | 0.00% | 1959.31%-1959.3pp | 1494.38%-1494.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $925 | $3,225-71.3% | $2,961-68.8% | $4,839-80.9% |
| Participant deferral / active EE | $3,285 | $4,673-29.7% | $4,276-23.2% | $6,342-48.2% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |