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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 | $1,804 | $110,801-98.4% | $86,615-97.9% | $167,536-98.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 71.6%+8.4pp | 82.1%-2.1pp |
| Annual return | 0.00% | 116.96%-117.0pp | 63.51%-63.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $875 | $3,245-73.0% | $2,496-65.0% | $4,839-81.9% |
| Participant deferral / active EE | $1,212 | $4,547-73.3% | $3,699-67.2% | $6,342-80.9% |
| Admin fee / account holder | $4 | $8,417-100.0% | $5,830-99.9% | $12,315-100.0% |