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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 | $2,812 | $96,678-97.1% | $86,640-96.8% | $139,466-98.0% |
| Participation rate | 81.0% | 74.4%+6.5pp | 71.7%+9.2pp | 80.3%+0.6pp |
| Annual return | 0.00% | 106.69%-106.7pp | 592.52%-592.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $894 | $3,265-72.6% | $3,024-70.4% | $4,754-81.2% |
| Participant deferral / active EE | $1,211 | $4,837-75.0% | $4,438-72.7% | $6,712-82.0% |
| Admin fee / account holder | $50 | $6,410-99.2% | $5,616-99.1% | $11,409-99.6% |