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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 | $1,247 | $106,918-98.8% | $84,021-98.5% | $152,897-99.2% |
| Participation rate | 88.2% | 75.2%+13.0pp | 69.0%+19.2pp | 82.5%+5.8pp |
| Annual return | 0.00% | 105.01%-105.0pp | 71.32%-71.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $713 | $2,735-73.9% | $1,984-64.1% | $4,764-85.0% |
| Participant deferral / active EE | $1,138 | $4,012-71.6% | $3,239-64.9% | $5,851-80.6% |
| Admin fee / account holder | $98 | $8,288-98.8% | $6,102-98.4% | $11,599-99.2% |