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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 | $977 | $93,124-99.0% | $77,100-98.7% | $134,545-99.3% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,124 | $5,242-78.6% | $4,430-74.6% | $6,401-82.4% |
| Admin fee / account holder | $31 | $6,970-99.6% | $5,443-99.4% | $11,431-99.7% |