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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 | $332 | $84,628-99.6% | $61,501-99.5% | $134,545-99.8% |
| Participation rate | 71.4% | 62.2%+9.2pp | 52.6%+18.9pp | 81.2%-9.8pp |
| Annual return | 0.00% | 585.61%-585.6pp | 339.04%-339.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $224 | $1,545-85.5% | $1,160-80.7% | $4,742-95.3% |
| Participant deferral / active EE | $261 | $2,819-90.7% | $2,125-87.7% | $6,401-95.9% |
| Admin fee / account holder | $13 | $2,587-99.5% | $2,132-99.4% | $11,431-99.9% |