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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 | $836 | $39,036-97.9% | $80,784-99.0% | $85,851-99.0% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.31%-87.3pp | 318.63%-318.6pp |
| Employer contribution / active EE | $445 | $722-38.3% | $1,160-61.6% | $2,565-82.6% |
| Participant deferral / active EE | $460 | $1,326-65.3% | $2,145-78.5% | $3,952-88.4% |
| Admin fee / account holder | $15 | $2,429-99.4% | $3,380-99.5% | $6,261-99.8% |