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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 | $2,474 | $102,635-97.6% | $86,209-97.1% | $139,456-98.2% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 0.00% | 1923.53%-1923.5pp | 1169.05%-1169.1pp | 373.45%-373.4pp |
| Employer contribution / active EE | $964 | $3,034-68.2% | $2,381-59.5% | $4,753-79.7% |
| Participant deferral / active EE | $1,159 | $4,677-75.2% | $3,986-70.9% | $6,711-82.7% |
| Admin fee / account holder | $144 | $8,661-98.3% | $6,853-97.9% | $11,407-98.7% |