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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 | $1,247 | $136,179-99.1% | $98,755-98.7% | $167,518-99.3% |
| Participation rate | 71.4% | 70.2%+1.2pp | 65.7%+5.7pp | 82.1%-10.7pp |
| Annual return | 0.00% | 67.53%-67.5pp | 49.91%-49.9pp | 478.71%-478.7pp |
| Employer contribution / active EE | $288 | $2,631-89.1% | $2,067-86.1% | $4,838-94.1% |
| Participant deferral / active EE | $581 | $3,716-84.4% | $3,035-80.9% | $6,342-90.8% |
| Admin fee / account holder | $0 | $5,031-100.0% | $4,076-100.0% | $12,312-100.0% |