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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 | $1,271 | $53,128-97.6% | $86,582-98.5% | $70,126-98.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.08%-965.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $467 | $2,068-77.4% | $2,839-83.5% | $2,343-80.1% |
| Participant deferral / active EE | $923 | $2,695-65.8% | $3,609-74.4% | $3,332-72.3% |
| Admin fee / account holder | $9 | $3,584-99.8% | $4,904-99.8% | $4,645-99.8% |