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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 | $2,717 | $132,634-98.0% | $115,768-97.7% | $137,256-98.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 0.00% | 160.70%-160.7pp | 100.46%-100.5pp | 220.34%-220.3pp |
| Employer contribution / active EE | $875 | $3,360-74.0% | $2,940-70.2% | $4,156-78.9% |
| Participant deferral / active EE | $1,824 | $5,619-67.5% | $4,917-62.9% | $6,407-71.5% |
| Admin fee / account holder | $6 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |