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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 | $3,379 | $114,073-97.0% | $96,161-96.5% | $167,518-98.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 189.95%-189.9pp | 192.01%-192.0pp | 478.71%-478.7pp |
| Employer contribution / active EE | $982 | $3,428-71.4% | $2,798-64.9% | $4,838-79.7% |
| Participant deferral / active EE | $2,635 | $5,195-49.3% | $4,349-39.4% | $6,342-58.5% |
| Admin fee / account holder | $5 | $6,899-99.9% | $5,538-99.9% | $12,312-100.0% |