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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 | $2,818 | $106,923-97.4% | $84,023-96.6% | $152,909-98.2% |
| Participation rate | 83.3% | 75.3%+8.1pp | 69.0%+14.3pp | 82.5%+0.9pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $887 | $2,735-67.6% | $1,984-55.3% | $4,764-81.4% |
| Participant deferral / active EE | $1,844 | $4,013-54.1% | $3,239-43.1% | $5,851-68.5% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |