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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 | $2,398 | $95,975-97.5% | $74,552-96.8% | $135,382-98.2% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.77%-519.8pp |
| Employer contribution / active EE | $936 | $2,716-65.6% | $1,961-52.3% | $4,779-80.4% |
| Participant deferral / active EE | $1,595 | $3,844-58.5% | $3,108-48.7% | $5,609-71.6% |
| Admin fee / account holder | $2 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |