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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 | $1,499 | $95,415-98.4% | $185,851-99.2% | $85,851-98.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.11%-122.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $495 | $3,314-85.1% | $5,168-90.4% | $2,565-80.7% |
| Participant deferral / active EE | $1,140 | $3,424-66.7% | $5,569-79.5% | $3,952-71.2% |
| Admin fee / account holder | $0 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |