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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 | $2,138 | $96,419-97.8% | $80,648-97.3% | $139,487-98.5% |
| Participation rate | 73.3% | 73.6%-0.3pp | 67.0%+6.3pp | 80.3%-7.0pp |
| Annual return | 0.00% | 1352.86%-1352.9pp | 937.21%-937.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $906 | $3,261-72.2% | $2,724-66.7% | $4,755-80.9% |
| Participant deferral / active EE | $969 | $5,225-81.4% | $4,443-78.2% | $6,713-85.6% |
| Admin fee / account holder | $18 | $6,605-99.7% | $5,382-99.7% | $11,407-99.8% |