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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 | $2,496 | $108,701-97.7% | $74,723-96.7% | $152,909-98.4% |
| Participation rate | 94.7% | 65.4%+29.4pp | 54.5%+40.3pp | 82.5%+12.3pp |
| Annual return | 0.00% | 114.12%-114.1pp | 753.18%-753.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $486 | $1,504-67.7% | $1,084-55.1% | $4,764-89.8% |
| Participant deferral / active EE | $2,058 | $2,709-24.0% | $1,962+4.9% | $5,851-64.8% |
| Admin fee / account holder | $4 | $4,906-99.9% | $3,335-99.9% | $11,601-100.0% |