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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 | $662 | $104,116-99.4% | $71,089-99.1% | $135,380-99.5% |
| Participation rate | 71.4% | 65.7%+5.8pp | 54.6%+16.8pp | 82.6%-11.2pp |
| Annual return | 0.00% | 1256.51%-1256.5pp | 650.65%-650.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $90 | $1,485-93.9% | $1,088-91.7% | $4,779-98.1% |
| Participant deferral / active EE | $399 | $2,524-84.2% | $1,873-78.7% | $5,609-92.9% |
| Admin fee / account holder | $1 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |