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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 | $2,625 | $96,691-97.3% | $86,656-97.0% | $139,487-98.1% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 0.00% | 106.87%-106.9pp | 593.09%-593.1pp | 373.84%-373.8pp |
| Employer contribution / active EE | $905 | $3,267-72.3% | $3,025-70.1% | $4,755-81.0% |
| Participant deferral / active EE | $1,541 | $4,838-68.1% | $4,439-65.3% | $6,713-77.0% |
| Admin fee / account holder | $51 | $6,414-99.2% | $5,619-99.1% | $11,407-99.6% |