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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 | $1,144 | $104,924-98.9% | $84,623-98.6% | $152,885-99.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 27.23% | 373.82%-346.6pp | 258.77%-231.5pp | 345.39%-318.2pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,217 | $4,689-74.0% | $3,899-68.8% | $5,851-79.2% |
| Admin fee / account holder | $163 | $6,242-97.4% | $4,913-96.7% | $11,598-98.6% |