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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 | $924 | $156,963-99.4% | $121,204-99.2% | $139,466-99.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1476.75%-1476.7pp | 987.18%-987.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $427 | $5,544-92.3% | $4,170-89.8% | $4,754-91.0% |
| Participant deferral / active EE | $427 | $4,848-91.2% | $4,083-89.5% | $6,712-93.6% |
| Admin fee / account holder | $1 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |