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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 | $1,787 | $104,953-98.3% | $84,637-97.9% | $152,909-98.8% |
| Participation rate | 72.7% | 74.8%-2.1pp | 68.2%+4.5pp | 82.5%-9.7pp |
| Annual return | 0.00% | 373.94%-373.9pp | 258.82%-258.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $400 | $3,304-87.9% | $2,653-84.9% | $4,764-91.6% |
| Participant deferral / active EE | $1,296 | $4,691-72.4% | $3,900-66.8% | $5,851-77.9% |
| Admin fee / account holder | $5 | $6,244-99.9% | $4,914-99.9% | $11,601-100.0% |