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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 | $4,052 | $176,402-97.7% | $134,162-97.0% | $158,966-97.5% |
| Participation rate | 72.7% | 78.7%-6.0pp | 72.2%+0.5pp | 82.0%-9.2pp |
| Annual return | 0.00% | 63.66%-63.7pp | 36.35%-36.3pp | 302.95%-302.9pp |
| Employer contribution / active EE | $364 | $5,042-92.8% | $3,705-90.2% | $4,762-92.4% |
| Participant deferral / active EE | $2,278 | $4,093-44.3% | $3,500-34.9% | $5,983-61.9% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |