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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 | $1,477 | $95,975-98.5% | $74,549-98.0% | $135,379-98.9% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $494 | $2,716-81.8% | $1,961-74.8% | $4,779-89.7% |
| Participant deferral / active EE | $896 | $3,844-76.7% | $3,108-71.2% | $5,609-84.0% |
| Admin fee / account holder | $56 | $6,522-99.1% | $5,059-98.9% | $10,828-99.5% |