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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 | $3,681 | $73,546-95.0% | $63,018-94.2% | $147,586-97.5% |
| Participation rate | 72.2% | 77.9%-5.6pp | 74.8%-2.6pp | 82.8%-10.6pp |
| Annual return | 0.00% | 175.56%-175.6pp | 87.62%-87.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $874 | $3,324-73.7% | $2,761-68.3% | $4,876-82.1% |
| Participant deferral / active EE | $2,308 | $4,185-44.8% | $3,330-30.7% | $5,439-57.6% |
| Admin fee / account holder | $45 | $5,956-99.2% | $3,601-98.8% | $10,886-99.6% |