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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 | $2,065 | $106,923-98.1% | $84,023-97.5% | $152,909-98.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $488 | $2,735-82.1% | $1,984-75.4% | $4,764-89.7% |
| Participant deferral / active EE | $1,422 | $4,013-64.6% | $3,239-56.1% | $5,851-75.7% |
| Admin fee / account holder | $5 | $8,289-99.9% | $6,102-99.9% | $11,601-100.0% |