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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 | $1,000 | $108,695-99.1% | $74,722-98.7% | $152,897-99.3% |
| Participation rate | 72.7% | 65.4%+7.4pp | 54.5%+18.3pp | 82.5%-9.7pp |
| Annual return | 0.00% | 114.11%-114.1pp | 753.11%-753.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $350 | $1,504-76.8% | $1,084-67.8% | $4,764-92.7% |
| Participant deferral / active EE | $350 | $2,712-87.1% | $1,963-82.2% | $5,851-94.0% |
| Admin fee / account holder | $4 | $4,906-99.9% | $3,335-99.9% | $11,599-100.0% |