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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 | $2,332 | $69,248-96.6% | $64,101-96.4% | $139,466-98.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 45.95%-46.0pp | 33.72%-33.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,201 | $3,185-62.3% | $2,749-56.3% | $4,754-74.7% |
| Participant deferral / active EE | $1,256 | $4,682-73.2% | $3,881-67.6% | $6,712-81.3% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |