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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 | $1,009 | $104,106-99.0% | $71,086-98.6% | $135,382-99.3% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.77%-519.8pp |
| Employer contribution / active EE | $317 | $1,485-78.7% | $1,088-70.9% | $4,779-93.4% |
| Participant deferral / active EE | $645 | $2,527-74.5% | $1,874-65.6% | $5,609-88.5% |
| Admin fee / account holder | $3 | $4,142-99.9% | $3,082-99.9% | $10,829-100.0% |