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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 | $853 | $95,601-99.1% | $77,183-98.9% | $139,456-99.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 54.96%-55.0pp | 37.89%-37.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,254 | $4,623-72.9% | $3,833-67.3% | $6,711-81.3% |
| Admin fee / account holder | $48 | $8,302-99.4% | $5,475-99.1% | $11,407-99.6% |