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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 | $541 | $90,320-99.4% | $59,496-99.1% | $125,388-99.6% |
| Participation rate | 94.1% | 68.3%+25.8pp | 54.6%+39.6pp | 83.2%+10.9pp |
| Annual return | 0.00% | 369.13%-369.1pp | 182.05%-182.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $227 | $1,792-87.3% | $1,153-80.3% | $4,866-95.3% |
| Participant deferral / active EE | $285 | $2,716-89.5% | $1,829-84.4% | $5,352-94.7% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |