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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 | $1,365 | $96,643-98.6% | $86,617-98.4% | $139,456-99.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 0.00% | 106.57%-106.6pp | 591.91%-591.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $432 | $3,264-86.8% | $3,023-85.7% | $4,753-90.9% |
| Participant deferral / active EE | $927 | $4,835-80.8% | $4,437-79.1% | $6,711-86.2% |
| Admin fee / account holder | $83 | $6,406-98.7% | $5,613-98.5% | $11,407-99.3% |