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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 | $96,678-98.6% | $86,640-98.4% | $139,466-99.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 0.00% | 106.69%-106.7pp | 592.52%-592.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $432 | $3,265-86.8% | $3,024-85.7% | $4,754-90.9% |
| Participant deferral / active EE | $927 | $4,837-80.8% | $4,438-79.1% | $6,712-86.2% |
| Admin fee / account holder | $83 | $6,410-98.7% | $5,616-98.5% | $11,409-99.3% |