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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 | $626 | $110,629-99.4% | $80,784-99.2% | $167,553-99.6% |
| Participation rate | 77.8% | 64.0%+13.8pp | 54.2%+23.6pp | 82.1%-4.3pp |
| Annual return | 0.00% | 120.58%-120.6pp | 87.31%-87.3pp | 478.89%-478.9pp |
| Employer contribution / active EE | $366 | $1,543-76.3% | $1,160-68.4% | $4,840-92.4% |
| Participant deferral / active EE | $364 | $2,871-87.3% | $2,145-83.0% | $6,343-94.3% |
| Admin fee / account holder | $92 | $4,547-98.0% | $3,380-97.3% | $12,316-99.3% |