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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 | $2,301 | $107,368-97.9% | $92,915-97.5% | $152,909-98.5% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,553 | $4,222-63.2% | $3,653-57.5% | $4,764-67.4% |
| Participant deferral / active EE | $2,564 | $4,848-47.1% | $4,238-39.5% | $5,851-56.2% |
| Admin fee / account holder | $6 | $7,082-99.9% | $5,796-99.9% | $11,601-99.9% |