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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 | $2,669 | $104,937-97.5% | $84,628-96.8% | $152,897-98.3% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | 0.00% | 373.88%-373.9pp | 258.80%-258.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $992 | $3,303-70.0% | $2,653-62.6% | $4,764-79.2% |
| Participant deferral / active EE | $1,069 | $4,690-77.2% | $3,900-72.6% | $5,851-81.7% |
| Admin fee / account holder | $5 | $6,243-99.9% | $4,914-99.9% | $11,599-100.0% |