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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 | $2,171 | $99,079-97.8% | $78,002-97.2% | $273,972-99.2% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.5%+20.1pp | 83.0%+12.6pp |
| Annual return | 0.00% | 217.93%-217.9pp | 425.99%-426.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $562 | $3,308-83.0% | $2,470-77.2% | $4,869-88.4% |
| Participant deferral / active EE | $1,553 | $4,306-63.9% | $3,497-55.6% | $5,287-70.6% |
| Admin fee / account holder | $69 | $8,954-99.2% | $5,481-98.7% | $10,133-99.3% |