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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 | $1,655 | $84,551-98.0% | $61,452-97.3% | $134,532-98.8% |
| Participation rate | 72.7% | 62.2%+10.5pp | 52.6%+20.2pp | 81.2%-8.5pp |
| Annual return | 0.00% | 585.39%-585.4pp | 338.96%-339.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $568 | $1,545-63.3% | $1,160-51.0% | $4,741-88.0% |
| Participant deferral / active EE | $815 | $2,818-71.1% | $2,125-61.7% | $6,401-87.3% |
| Admin fee / account holder | $275 | $2,587-89.4% | $2,131-87.1% | $11,429-97.6% |