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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 | $1,430 | $90,606-98.4% | $79,466-98.2% | $135,379-98.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 977.69%-977.7pp | 718.28%-718.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $538 | $3,068-82.4% | $2,800-80.8% | $4,779-88.7% |
| Participant deferral / active EE | $975 | $4,050-75.9% | $3,704-73.7% | $5,609-82.6% |
| Admin fee / account holder | $5 | $5,895-99.9% | $5,104-99.9% | $10,828-100.0% |