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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 | $2,321 | $81,632-97.2% | $70,455-96.7% | $158,931-98.5% |
| Participation rate | 82.4% | 77.7%+4.6pp | 75.1%+7.3pp | 82.0%+0.4pp |
| Annual return | 0.00% | 208.48%-208.5pp | 109.06%-109.1pp | 302.86%-302.9pp |
| Employer contribution / active EE | $387 | $3,217-88.0% | $2,737-85.9% | $4,761-91.9% |
| Participant deferral / active EE | $1,353 | $4,554-70.3% | $3,709-63.5% | $5,982-77.4% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,247-100.0% |