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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 | $1,405 | $86,288-98.4% | $111,306-98.7% | $85,851-98.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.67%-54.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,726 | $3,641-52.6% | $4,488-61.5% | $3,952-56.3% |
| Admin fee / account holder | $281 | $8,189-96.6% | $7,966-96.5% | $6,261-95.5% |