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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 | $1,191 | $90,486-98.7% | $78,676-98.5% | $273,972-99.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $161 | $3,175-94.9% | $2,850-94.4% | $4,869-96.7% |
| Participant deferral / active EE | $897 | $3,901-77.0% | $3,517-74.5% | $5,287-83.0% |
| Admin fee / account holder | $47 | $5,263-99.1% | $4,510-99.0% | $10,133-99.5% |