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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 | $1,011 | $65,985-98.5% | - | $152,885-99.3% |
| Participation rate | 100.0% | 72.3%+27.7pp | - | 82.5%+17.5pp |
| Annual return | 21.51% | 27.82%-6.3pp | - | 345.39%-323.9pp |
| Employer contribution / active EE | $0 | $2,766-100.0% | - | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,125-100.0% | - | $5,851-100.0% |
| Admin fee / account holder | $12 | $4,647-99.7% | - | $11,598-99.9% |