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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 | $1,876 | $88,815-97.9% | $81,882-97.7% | $145,897-98.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 0.00% | 1033.75%-1033.7pp | 779.47%-779.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $782 | $3,086-74.7% | $2,916-73.2% | $4,663-83.2% |
| Participant deferral / active EE | $943 | $4,647-79.7% | $4,323-78.2% | $6,689-85.9% |
| Admin fee / account holder | $28 | $8,434-99.7% | $7,360-99.6% | $13,390-99.8% |