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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 | $2,972 | $102,638-97.1% | $81,982-96.4% | $158,982-98.1% |
| Participation rate | 91.3% | 75.5%+15.8pp | 69.3%+22.0pp | 82.0%+9.3pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $981 | $3,241-69.7% | $2,498-60.7% | $4,763-79.4% |
| Participant deferral / active EE | $1,674 | $4,649-64.0% | $3,722-55.0% | $5,983-72.0% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |