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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 | $3,582 | $226,135-98.4% | $182,558-98.0% | $152,909-97.7% |
| Participation rate | 76.5% | 82.5%-6.0pp | 78.0%-1.5pp | 82.5%-6.0pp |
| Annual return | 0.00% | 192.60%-192.6pp | 148.59%-148.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $599 | $4,979-88.0% | $4,076-85.3% | $4,764-87.4% |
| Participant deferral / active EE | $2,082 | $6,371-67.3% | $5,526-62.3% | $5,851-64.4% |
| Admin fee / account holder | $191 | $10,707-98.2% | $8,594-97.8% | $11,601-98.4% |