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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 | $110 | $108,695-99.9% | $74,722-99.9% | $152,897-99.9% |
| Participation rate | 90.0% | 65.4%+24.6pp | 54.5%+35.5pp | 82.5%+7.5pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $50 | $1,504-96.7% | $1,084-95.4% | $4,764-99.0% |
| Participant deferral / active EE | $60 | $2,712-97.8% | $1,963-96.9% | $5,851-99.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |