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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 | $3,604 | $112,935-96.8% | $90,970-96.0% | $158,966-97.7% |
| Participation rate | 73.9% | 74.7%-0.8pp | 69.0%+4.9pp | 82.0%-8.1pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.58%-134.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $835 | $2,895-71.2% | $2,122-60.7% | $4,762-82.5% |
| Participant deferral / active EE | $1,633 | $4,129-60.5% | $3,373-51.6% | $5,983-72.7% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |