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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 | $558 | $104,937-99.5% | $84,628-99.3% | $152,897-99.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 0.00% | 373.88%-373.9pp | 258.80%-258.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $641 | $3,303-80.6% | $2,653-75.8% | $4,764-86.5% |
| Participant deferral / active EE | $1,354 | $4,690-71.1% | $3,900-65.3% | $5,851-76.9% |
| Admin fee / account holder | $275 | $6,243-95.6% | $4,914-94.4% | $11,599-97.6% |