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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 | $1,640 | $104,924-98.4% | $84,623-98.1% | $152,885-98.9% |
| Participation rate | 81.8% | 74.8%+7.0pp | 68.2%+13.6pp | 82.5%-0.6pp |
| Annual return | 0.00% | 373.82%-373.8pp | 258.77%-258.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $294 | $3,302-91.1% | $2,652-88.9% | $4,763-93.8% |
| Participant deferral / active EE | $953 | $4,689-79.7% | $3,899-75.6% | $5,851-83.7% |
| Admin fee / account holder | $1 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |