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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 | $2,356 | $103,038-97.7% | $90,324-97.4% | $152,909-98.5% |
| Participation rate | 72.7% | 75.9%-3.2pp | 73.3%-0.6pp | 82.5%-9.7pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $356 | $3,141-88.7% | $2,856-87.5% | $4,764-92.5% |
| Participant deferral / active EE | $1,304 | $4,282-69.5% | $3,885-66.4% | $5,851-77.7% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |