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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 | $1,042 | $100,139-99.0% | $85,187-98.8% | $145,884-99.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 84.15%-84.2pp | 66.67%-66.7pp | 551.85%-551.8pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,343 | $5,296-74.6% | $4,525-70.3% | $6,690-79.9% |
| Admin fee / account holder | $142 | $7,262-98.0% | $6,162-97.7% | $13,392-98.9% |