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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 | $2,846 | $114,130-97.5% | $96,192-97.0% | $167,553-98.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 0.00% | 190.07%-190.1pp | 192.09%-192.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $670 | $3,431-80.5% | $2,799-76.1% | $4,840-86.2% |
| Participant deferral / active EE | $1,408 | $5,198-72.9% | $4,351-67.6% | $6,343-77.8% |
| Admin fee / account holder | $17 | $6,901-99.7% | $5,539-99.7% | $12,316-99.9% |