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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 | $1,826 | $109,344-98.3% | $89,400-98.0% | $158,950-98.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 345.73%-345.7pp | 245.64%-245.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $957 | $3,170-69.8% | $2,586-63.0% | $4,762-79.9% |
| Participant deferral / active EE | $957 | $4,599-79.2% | $3,890-75.4% | $5,983-84.0% |
| Admin fee / account holder | $109 | $6,154-98.2% | $4,882-97.8% | $11,248-99.0% |