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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 | $2,331 | $118,708-98.0% | $98,920-97.6% | $158,982-98.5% |
| Participation rate | 95.5% | 77.8%+17.6pp | 76.0%+19.4pp | 82.0%+13.5pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $900 | $3,334-73.0% | $2,689-66.5% | $4,763-81.1% |
| Participant deferral / active EE | $1,358 | $5,089-73.3% | $4,245-68.0% | $5,983-77.3% |
| Admin fee / account holder | $5 | $10,134-100.0% | $6,643-99.9% | $11,252-100.0% |