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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 | $1,936 | $156,616-98.8% | $133,346-98.5% | $198,609-99.0% |
| Participation rate | 88.2% | 77.7%+10.5pp | 72.8%+15.4pp | 82.4%+5.9pp |
| Annual return | 0.00% | 44.25%-44.3pp | 36.85%-36.9pp | 202.70%-202.7pp |
| Employer contribution / active EE | $1,708 | $3,368-49.3% | $2,853-40.1% | $5,055-66.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |