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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 | $2,102 | $106,003-98.0% | $92,236-97.7% | $147,585-98.6% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.29%-176.3pp | 578.57%-578.6pp |
| Employer contribution / active EE | $829 | $4,333-80.9% | $3,679-77.5% | $4,876-83.0% |
| Participant deferral / active EE | $1,205 | $4,478-73.1% | $3,897-69.1% | $5,439-77.8% |
| Admin fee / account holder | $6 | $6,333-99.9% | $5,194-99.9% | $10,885-99.9% |