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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 | $3,260 | $97,761-96.7% | $83,850-96.1% | $135,382-97.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | 0.00% | 1287.44%-1287.4pp | 850.92%-850.9pp | 519.77%-519.8pp |
| Employer contribution / active EE | $760 | $4,222-82.0% | $3,631-79.1% | $4,779-84.1% |
| Participant deferral / active EE | $2,134 | $4,682-54.4% | $4,082-47.7% | $5,609-62.0% |
| Admin fee / account holder | $38 | $6,674-99.4% | $5,478-99.3% | $10,829-99.6% |