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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 | $2,929 | $226,105-98.7% | $182,540-98.4% | $152,897-98.1% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.5%+0.9pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $541 | $4,978-89.1% | $4,076-86.7% | $4,764-88.6% |
| Participant deferral / active EE | $2,668 | $6,370-58.1% | $5,525-51.7% | $5,851-54.4% |
| Admin fee / account holder | $33 | $10,706-99.7% | $8,593-99.6% | $11,599-99.7% |