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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 | $1,979 | $106,557-98.1% | $91,227-97.8% | $134,545-98.5% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.2%+15.7pp | 81.2%+7.7pp |
| Annual return | 0.00% | 160.81%-160.8pp | 114.14%-114.1pp | 418.37%-418.4pp |
| Employer contribution / active EE | $861 | $3,332-74.2% | $2,851-69.8% | $4,742-81.8% |
| Participant deferral / active EE | $1,077 | $4,719-77.2% | $4,234-74.6% | $6,401-83.2% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |