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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 | $2,306 | $100,203-97.7% | $85,240-97.3% | $145,897-98.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 84.28%-84.3pp | 66.75%-66.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,153 | $3,242-64.4% | $2,735-57.8% | $4,663-75.3% |
| Participant deferral / active EE | $1,153 | $5,299-78.2% | $4,527-74.5% | $6,689-82.8% |
| Admin fee / account holder | $5 | $7,265-99.9% | $6,165-99.9% | $13,390-100.0% |