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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 | $1,040 | $152,527-99.3% | $117,490-99.1% | $134,493-99.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 53.00%-53.0pp | 29.75%-29.7pp | 418.01%-418.0pp |
| Employer contribution / active EE | $518 | $5,572-90.7% | $4,177-87.6% | $4,740-89.1% |
| Participant deferral / active EE | $518 | $4,818-89.3% | $4,071-87.3% | $6,400-91.9% |
| Admin fee / account holder | $0 | $7,005-100.0% | $5,646-100.0% | $11,425-100.0% |