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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 | $2,959 | $112,933-97.4% | $90,970-96.7% | $158,982-98.1% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $825 | $2,893-71.5% | $2,122-61.1% | $4,763-82.7% |
| Participant deferral / active EE | $1,090 | $4,128-73.6% | $3,373-67.7% | $5,983-81.8% |
| Admin fee / account holder | $4 | $8,047-99.9% | $5,961-99.9% | $11,252-100.0% |