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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 | $2,052 | $96,691-97.9% | $86,656-97.6% | $139,487-98.5% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 0.00% | 106.87%-106.9pp | 593.09%-593.1pp | 373.84%-373.8pp |
| Employer contribution / active EE | $826 | $3,267-74.7% | $3,025-72.7% | $4,755-82.6% |
| Participant deferral / active EE | $1,078 | $4,838-77.7% | $4,439-75.7% | $6,713-83.9% |
| Admin fee / account holder | $1 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |