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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 | $2,066 | $90,320-97.7% | $59,496-96.5% | $125,389-98.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 0.00% | 369.13%-369.1pp | 182.05%-182.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,051 | $1,792-41.4% | $1,153-8.9% | $4,866-78.4% |
| Participant deferral / active EE | $1,046 | $2,716-61.5% | $1,829-42.8% | $5,352-80.4% |
| Admin fee / account holder | $15 | $3,063-99.5% | $2,232-99.3% | $9,541-99.8% |