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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 | $2,444 | $114,130-97.9% | $96,192-97.5% | $167,553-98.5% |
| Participation rate | 77.8% | 75.1%+2.7pp | 68.4%+9.3pp | 82.1%-4.3pp |
| Annual return | 0.00% | 190.07%-190.1pp | 192.09%-192.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $910 | $3,431-73.5% | $2,799-67.5% | $4,840-81.2% |
| Participant deferral / active EE | $1,306 | $5,198-74.9% | $4,351-70.0% | $6,343-79.4% |
| Admin fee / account holder | $99 | $6,901-98.6% | $5,539-98.2% | $12,316-99.2% |