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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 | $1,221 | $69,274-98.2% | $64,097-98.1% | $139,487-99.1% |
| Participation rate | 89.5% | 75.6%+13.9pp | 72.3%+17.2pp | 80.3%+9.1pp |
| Annual return | 0.00% | 46.00%-46.0pp | 33.75%-33.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $866 | $3,187-72.8% | $2,750-68.5% | $4,755-81.8% |
| Participant deferral / active EE | $1,273 | $4,685-72.8% | $3,881-67.2% | $6,713-81.0% |
| Admin fee / account holder | $22 | $4,247-99.5% | $3,070-99.3% | $11,407-99.8% |