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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 | $2,551 | $217,432-98.8% | $185,849-98.6% | $167,536-98.5% |
| Participation rate | 94.1% | 86.1%+8.1pp | 81.7%+12.4pp | 82.1%+12.0pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,482 | $6,357-61.0% | $5,569-55.4% | $6,342-60.9% |
| Admin fee / account holder | $2 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |