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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 | $1,117 | $108,212-99.0% | $77,513-98.6% | $158,966-99.3% |
| Participation rate | 94.4% | 64.4%+30.0pp | 54.2%+40.3pp | 82.0%+12.5pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.81%-54.8pp | 302.95%-302.9pp |
| Employer contribution / active EE | $234 | $1,325-82.3% | $987-76.2% | $4,762-95.1% |
| Participant deferral / active EE | $743 | $2,455-69.8% | $1,861-60.1% | $5,983-87.6% |
| Admin fee / account holder | $1 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |