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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 | $2,582 | $106,557-97.6% | $91,227-97.2% | $134,545-98.1% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | 0.00% | 160.81%-160.8pp | 114.14%-114.1pp | 418.37%-418.4pp |
| Employer contribution / active EE | $997 | $3,332-70.1% | $2,851-65.0% | $4,742-79.0% |
| Participant deferral / active EE | $1,721 | $4,719-63.5% | $4,234-59.3% | $6,401-73.1% |
| Admin fee / account holder | $69 | $6,235-98.9% | $5,423-98.7% | $11,431-99.4% |