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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 | $1,682 | $103,038-98.4% | $90,324-98.1% | $152,909-98.9% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $269 | $3,141-91.4% | $2,856-90.6% | $4,764-94.4% |
| Participant deferral / active EE | $1,076 | $4,282-74.9% | $3,885-72.3% | $5,851-81.6% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |