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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 | $910 | $90,607-99.0% | $79,467-98.9% | $135,380-99.3% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | 0.00% | 977.74%-977.7pp | 718.30%-718.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $172 | $3,068-94.4% | $2,800-93.9% | $4,779-96.4% |
| Participant deferral / active EE | $700 | $4,050-82.7% | $3,704-81.1% | $5,609-87.5% |
| Admin fee / account holder | $2 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |